William Mason
William Mason is a CFA-designated registered investment advisor at Value Financial Advisers, INC., based in Denver, CO, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 201 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.50%, and specific fees are negotiable based on account size, portfolio complexity, and activity level. Employees, family, and select friends may receive reduced or no fees.
Fee Estimator
Location
Denver, CO
Get directionsHistory
Regulatory History (1)
Regulatory
August 2000Employment History
Current Registrations
Value Financial Advisers, INC.
Previous Registrations
Value Financial Advisers, INC.
Omnivest Financial Services INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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