Mychal
Masterson
Capital Portfolio Management L.L.C
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About this Advisor
Mychal Masterson is a financial advisor based in Topeka, Kansas, working with Capital Portfolio Management L.L.C. Mychal has previously held positions at Capital Portfolio Management LLC, Unum, Mcdonalds, Stj Holdings, Precision Sem, Student, Blue Hills Country Club, and Meadowbrook Country Club. Mychal has passed the Series 65 regulatory exam and is registered to provide services in Kansas, Missouri, and Texas. Currently, Mychal is part of Capital Portfolio Management L.L.C, which operates out of Topeka, Kansas. The firm has 1 office and 5 employees. The firm manages assets totaling $175.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Capital Portfolio Management L.L.C includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Capital Portfolio Management L.L.C Brokerage Details
$175,188,192
5
320
$547,463
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Mychal Masterson Work History
Capital Portfolio Management LLC
Unum
Mcdonalds
Stj Holdings
Precision Sem
Student
Blue Hills Country Club
Student
Meadowbrook Country Club
Disclosures
Please visit the SEC profile of Mychal Masterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capital Portfolio Management L.L.C
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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