Masters Legacy Planning, a small investment advisory firm based out of Linwood, NJ, is dedicated to providing comprehensive and personalized financial solutions to its clients. With over 110 individual clients and $191,081,000 in assets under management, they have established themselves as a trusted partner in wealth management. While Masters Legacy Planning primarily caters to high net worth individuals, they also have the capability to manage employer funds. With 100% of the assets they manage being discretionary, clients can rely on their expertise to make informed investment decisions. The firm's compensation structure i...