At Masonboro Advisors, our primary purpose is to educate and empower individuals with the knowledge they need to achieve their financial objectives. We specialize in simplifying complex financial concepts, making them accessible and easy to understand, so you can confidently manage your personal finances.
We pride ourselves on our reputation for educating clients in a manner that's straightforward and easy to grasp. This approach allows you to effectively pursue your financial goals with clarity and confidence. Understanding that no one strategy fits everyone, we dedicate our full attention to each client—from initial planning to execution and follow-up.
Navigating financial decisions, from investments to retirement planning, can be overwhelming. We are committed to helping you create tailored solutions for your retirement assets. By understanding your risk tolerance, time horizon, and goals, we develop programs that balance investment strategies with the preservation of principal.
In today’s challenging economic environment, opportunities and potential rewards abound. We work closely with our clients to evaluate and capitalize on these opportunities. Our client-centered approach ensures that you receive personalized financial advice and proactive solutions designed to meet your specific goals.
Our team approach has proven effective for clients with diverse needs navigating the complex world of financial services. We believe in giving each client our undivided attention, offering personal financial advice tailored to your unique situation. Our proactive strategies address your financial goals using the most efficient methods available.
Yes, as Investment Advisor Representatives, we adhere to a Fiduciary standard, meaning we are legally obligated to act in your best interest when managing your investments. In addition, our Certified Financial Planners™ (CFPs) are also always held to this high standard of care.
Absolutely. Our advisors are career financial professionals with decades of industry experience, providing expert financial guidance to numerous long-term clients. We are proud of our track record and happy to provide references upon request.
Yes, your investments are secure with our top-tier custodians Charles Schwab and Fidelity. Your assets are held directly with these custodians, and you receive monthly statements from them. Additionally, your investments are protected bySIPCinsurance, and you have online access to view your accounts at any time.
For investment management, we typically charge 1% of the assets under our care, with negotiable rates that decrease as asset levels increase. For financial planning services, we charge $250 per hour with most plans taking 8-10 hours to complete. Please contact us for a customized proposal.
Generally, we require new accounts to exceed $500,000. However, we occasionally make exceptions based on individual circumstances. Contact us to discuss your specific situation.
No, we only charge for the time invested. Most financial planning engagements take 8 - 10 hours to complete. We provide an upfront estimate and discuss any additional time needed before proceeding.
Unlike many competitors, we manage client investments in-house, avoiding expensive mutual funds and third-party managers. This approach reduces costs and ensures you benefit directly from our expertise. We have over 75 years of combined experience delivering transparent, consistent results for our clients.
No, there is no long-term commitments and clients are free to leave at any time without penalty. Any pre-paid quarterly fees are prorated and returned to the client.
Contact us today to schedule a consultation and discover how we can help you achieve your financial goals.
Phone: | 910-742-0509 |
Fax: | 910-210-0166 |
Toll Free: | 800-880-5898 |
Email: | info@masonboroadvisors.com |
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Investment Advisory Services offered through Glasgow & Associates, LLC. Glasgow & Associates is a Registered Investment Adviser regulated by the North Carolina Secretary of State Securities Division. Additional information about Glasgow & Associates is available on the SEC’s website at www.adviserinfo.sec.gov.