Tobi Mason is a CFA-designated registered investment advisor at Trillium Asset Management, based in San Francisco, CA, with 9 years of industry experience. Tobi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 2,043 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees are subject to negotiation. A 0.15% oversight fee applies to unaffiliated mutual funds or exchange-traded funds used in asset allocation. Private fund management fees are up to 1.25% per annum.
Fee Estimator
Location
201 Mission Street, Suite 2240, San Francisco, CA, 94105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trillium Asset Management
Previous Registrations
Rosenblum Silverman Sutton Sf INC
Boston Private Wealth
State Registrations2 states
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
More Advisors
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Alexandra Sandberg, CFP, ChFCOsborne Partners
- Jessie Li, CFAOctavewealth
- Stephanie Cooper, CFPParallel Advisors, LLC