Masterworks Advisers, LLC

CRD#324239
Investment Advisor Firm

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Learn more about Masterworks Advisers, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Masterworks Advisers, LLC is a financial advisory firm that has its headquarters in New York, New York. It has a small group, including 0 financial advisor. Masterworks Advisers, LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, options and bonds.



    The company's central office is located at 225 Liberty Street, New York, New York 10281. It is registered to provide services to clients across 51 U.S. states and territories.

    Disclosures

    No

    Office Location

    225 Liberty Street
    New York, NY 10281

    Masterworks Advisers, LLC by the Numbers

    Total Number of Employees

    1

    National Average: 64
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    Products and Services

    Masterworks Advisers, LLC offers a number of financial services, which can include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, publication of newsletters and educational seminars. However, Masterworks Advisers, LLC did not provide any of its clients with financial planning services in the prior fiscal year. It is not engaged in selling products or offering services other than investment advice to its investment advisory accounts.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by the firm most likely include any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Masterworks Advisers, LLC.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      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.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Masterworks Advisers, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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