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Michael Wade Masters

Nicholas Hoffman & Company, LLC

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About Michael Wade Masters

Michael Wade Masters is an investment advisor representative with Nicholas Hoffman & Company, LLC. Michael has been registered as an investment advisor representative in Georgia since October 16, 2014, and in Texas since February 21, 2018. Michael has passed the Uniform Investment Adviser Law Examination (Series 65). Michael has experience providing investment advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Michael also provides financial planning services, pension consulting, and selection of other advisors.

Firm Information

Michael Masters is currently registered with Nicholas Hoffman & Company, LLC. Nicholas Hoffman & Company, LLC is an investment advisor located in Atlanta, GA, with over $6.68 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They also offer selection of other advisers and portfolio management for businesses.
Nicholas Hoffman & Company, LLC

1355 PEACHTREE ST.,STE 1450

ATLANTA, GA 30309

$6.68B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Masters’s Registration & Firm History

GA

02/21/2018 - Present

Nicholas Hoffman & Company, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 01/23/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Wade Masters.
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