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Masterworks Fiscal Advisors LLC (Andover)


Masterworks Fiscal Advisors LLC is an adviser based in Andover. It manages $18.24 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2011.

Masterworks Fiscal Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Masterworks Fiscal Advisors: assets under management

The assets under management (AUM) of Masterworks Fiscal Advisors LLC is $18.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1230% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $182.43 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Masterworks Fiscal Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Konstantinos Kostakis Shareholder 1 Sep 2005 25% - 50% 1025173
Jeffrey Alan Levitt Shareholder 1 Sep 2011 25% - 50% 2642393

Based in Andover

The principal office where Masterworks Fiscal Advisors LLC performs its advisory services is located at 5 Saddle Ridge Road, Andover, NJ 07821 5521, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-813-8777 or by fax 908-813-0770. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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