Mascagni Wealth Management

Wealth Management Firm in Clinton, MS

Firm Info
Address: 205 E Main St, Clinton, MS 39056, USA
Phone: (601) 925-8099

Firm Size
Assets Under Management: $301.7 million
# of Advisors: 3
# of Clients: 1,549
Client to Advisor Ratio: 516:1
Average Account Size: $194,739
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Mascagni Wealth Management, Inc. Overview

MASCAGNI WEALTH MANAGEMENT, INC. is a registered investment advisory firm that specializes in insurance brokerage and investment advice. The firm is based in Clinton, MS, and has been in business since 2017. MASCAGNI WEALTH MANAGEMENT, INC. has a fee-only fee arrangement, which means they only charge fees for their services and do not receive commissions or any other type of compensation. The firm's services include financial planning, portfolio management for individuals and small businesses, and selection of other advisors. MASCAGNI WEALTH MANAGEMENT, INC. also provides financial consulting on topics such as personal finances, education savings, divorce planning, rollover analysis, and business succession. Their comprehensive approach ensures that clients receive personalized advice tailored to their specific needs and goals. MASCAGNI WEALTH MANAGEMENT, INC. prides itself on its commitment to transparency and honesty. They believe that clients deserve to know everything about the investment process, so they provide all the necessary information and education to help clients make informed decisions. The firm's team is composed of highly skilled professionals who are committed to providing exceptional service and helping clients reach their financial goals. Overall, MASCAGNI WEALTH MANAGEMENT, INC. is a reliable and trustworthy investment advisory firm that provides a wide range of services to meet the needs of individuals and small businesses. Their commitment to transparency and their comprehensive approach make them an excellent choice for anyone looking for personalized investment advice.

MASCAGNI WEALTH MANAGEMENT, INC. caters to individuals, high net worth individuals, charitable organizations, and other corporate types not specified. The company has a dynamic team which specializes in financial planning, wealth management, estate planning, and investment management. With their array of services, MASCAGNI WEALTH MANAGEMENT, INC. is committed to helping their clients achieve their long-term financial goals. As for their fee structures, clients can choose from a percentage of assets under management, hourly rates, or fixed fees. This flexible approach ensures that clients pay only for the services they need and helps them make informed decisions about their financial future. Whether it's creating a financial strategy or managing investments, MASCAGNI WEALTH MANAGEMENT, INC. is a trusted partner in wealth management.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for MASCAGNI WEALTH MANAGEMENT, INC.'s discretionary wrap fee program is $100,000 of investable assets. The note in their Part 2 Brochure outlines that they generally require this minimum for their program, and directs individuals to their Wrap Fee Program Brochure for further details. However, it is stated that they do not impose any minimum requirements for financial planning services, meaning that individuals seeking only those services are not subject to a minimum investment.

How This Office Can Help Clinton, MS Residents

As a trusted wealth management firm in Clinton, MS, Mascagni Wealth Management understands the unique challenges that their clients face when it comes to finances. They work closely with clients to create customized financial plans that are tailored to their individual needs and goals. For those in Clinton, MS, some common financial situations they may be facing include debt management, retirement planning, and investment strategies. Mascagni Wealth Management can assist with debt management by creating a plan to pay off outstanding debts and avoid high interest rates. Retirement planning is also crucial, as many people in Clinton might be getting close to retirement age. The firm can help clients create a retirement plan that takes into account their current finances, desired lifestyle, and long-term retirement goals. Additionally, they offer investment strategies that align with clients' financial objectives and risk tolerance levels for long-term financial growth. Overall, Mascagni Wealth Management provides comprehensive financial planning to help clients in Clinton, MS achieve financial security and stability.

To view the Minimum Investment and Fee Schedule for Mascagni Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Mascagni Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mascagni Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 205 E Main St, Clinton, MS 39056, USA
Phone (601) 925-8099
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Mascagni Wealth Management, Inc. is registered to service clients in the following states:

  • Louisiana
  • Mississippi
  • Texas

Disciplinary History

Mascagni Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.