Masus Financial Group Financial Planners & Advisors

Investment advice may only be rendered through the interactive portion of this Website after all requested information has been supplied by a Website user. SmartAsset Advisors, LLC („SmartAsset“), a wholly owned subsidiary of Financial Insight Technology, is registered ‎trade360 on the app store with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments.

A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Verified profiles also contain information supplied by the firm or individual advisor within such firms, and do not necessarily reflect the views of Indyfin or its staff. All firms and advisors listed on the Website are independent from and unaffiliated with Indyfin. Information reported by a firm or an advisor in Form ADV and/or Form U4 through IAPD has not been independently verified by Indyfin.

What is the average client balance at Masus Financial Group?

Getting to know your company and understanding your personal needs allows us to create a customized retirement strategy aligned with both your short-and-long term objectives. By building a lasting, personal relationship with you, we can anticipate your needs and effectively plan for the future. When considering complaint information, please take into account the company’s size and volume of transactions, and understand that the nature of complaints and a firm’s responses to them are often more important than the number of complaints.

These conflicts can negatively impact clients via hidden fees and overall higher costs. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark.

For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. This could be detrimental to a client during down markets. Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.

The portfolios may include other assets outside of LPL Financial through direct business approved by LPL Financial. Masus Financial Group Ltd. provides investment services. The Company offers assistance in financial planning, insurance, and investment. Masus Financial Group serves customers in the United States.

Todd Masus is a certified financial planner based out of Batavia, Illinois, who has been in the advisory business for 22 years. Lpl Financial LLC is an advisory business that has its headquarters in Batavia, Illinois. It has offices in 9,898 locations and a total of 28,744 advisors.

This is the hosting of seminars or workshops to educate investors on financial concepts. This is the practice of attempting to make short-term profits on investments by buying low and selling high. Needs to review the security of your connection before proceeding. Live from Hong Kong, bringing you the most important global business and breaking markets news information as it happens.

As a consumer advocacy project, investor.com does not charge any licensing fees for earned state accolade badges. Firms having met these requirements may further elect to participate in the investor.com Certification program for an annual fee paid to investor.com. Qualified participating firms must abide by investor.com Certification program’s terms and conditions when utilizing an awarded „Trusted by investor.com“ https://day-trading.info/ badge, as well as in connection with permitted enhancements to the firm’s investor.com profile page. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. A self-regulatory organization or commodities exchange has found firm or an advisory affiliate to have been involved in a violation of its rules.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. When firms are dual-registered as broker-dealers, they may be subject to compensation-related conflicts of interest, including revenue sharing from mutual funds and the sale of proprietary investment products.

Masus Financial Group, LTD

This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You’ll typically pay a lower rate the more assets you have under management. Read through our introductory course to financial advisors.

Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. As a result, we do not support personal reviews on the site. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Masus Financial Group, Ltd. is a firm with its principal office and place of business in Batavia, IL. As of the date of the firm’s most recently-filed Form ADV, the firm reported $162,520,112 in regulatory assets under management.

Percentage of Assets

This can be useful if you want to learn about investing or financial management on your own. This is the process of planning for your financial future, including for events such as retirement, your child’s college education or estate succession. Masus Financial Group, Ltd. focuses on your business’ unique set of financial circumstances.

While Masus Financial Group advises clients across a variety of portfolio sizes, the average client balance is currently $426,306. In total, Masus Financial Group manages $153.0 million in assets. It works with retail investors and high net worth investors. Out of its 1,120 accounts, Masus Financial Group, LTD’s largest client is retail investors, but it also caters to 33 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a „qualified purchaser“ (a standard met by having at least $5 million in investments).

Please provide me a list of the products and a summary of how much your firm earns from them. This situation may lead the firm or a related person to recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. This could also limit the number and diversity of investment options available and may impact their transferability. Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. Firms generally charge this fee for educational materials provided, such as a monthly magazine.

By Credit / Debit Card Online.

Submit your email to receive the latest stories and expert advice to grow your business. Firm or related person receives soft-dollar benefits in connection with client securities transactions. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules.

• Questions to askRegulatory disclosures state that firm sells proprietary investments and products.
• Masus Financial Group Ltd. provides investment services.
• Firm or an advisory affiliate was previously found to have made false statements or omissions by the SEC or CFTC.
• These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold.
• Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission.

Prospective clients of a financial firm are highly encouraged to read such financial firm’s Form ADV Part 2 brochure, and, if applicable, Form CRS relationship summary. You retain the sole and absolute discretion to retain or not to retain any financial firm, and Indyfin is not in a position to determine whether a particular financial firm is appropriate for your specific financial situation. The reviews and ratings by a verified firm’s or verified advisor’s clients are solely for your informational purposes only, and reflects the experience and opinion of such clients. Indyfin and/or a verified financial firm may have contacted a verified financial firm’s clients to leave a review and rating, or a verified financial firm’s client may have independently elected to post a review and rating of their own volition. Such experiences and opinions may differ from client to client, and may differ from your experience and opinion should you choose to retain such a financial firm. You are encouraged to independently verify all information you deem relevant when evaluating a financial firm or advisor.

Ratings and Reviews

Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Each month, the investor.com Trust algorithm downloads the latest regulatory data from the SEC IAPD database. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest.

We offer dealers competitive solutions to assist in financing with customers who cannot obtain financing through traditional means. The firm’s website is not secure by modern internet standards. Unlike HTTPS connections, HTTP connections are not encrypted. Sensitive information sent over an HTTP connection can easily be eavesdropped on by third-parties. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC.

As a financial advisory firm, Masus Financial Group can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Masus Financial Group, LTD operates as a financial advisor firm headquartered in Batavia, Illinois.

What is the investment philosophy of Masus Financial Group?

As of the date of Masus Financial Group, Ltd. most recently-filed Form ADV, the firm reported that it managed these assets across 297 client, which gives the firm an average client size of $547,205. Masus Financial Group, LTD oversees more than half of the company’s client assets in a discretionary manner. Discretionary management means that transaction decisions for the client’s account are made by a portfolio manager without requiring client consent.