William Mason is a registered investment advisor at Edward Jones, based in Olney, MD, with 39 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
17904 Georgia Ave Ste 107, Olney, MD, 20832
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2008Customer Dispute
December 2003Customer Dispute
June 2003Other Business Activities
William is a minority member of Olney Professional Associates LLC, a rental property business in Olney, MD, since 2003. He spends minimal time maintaining the property.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
State Registrations23 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
- Randolph NittoliEdward Jones
- William Erskine, CFP, ChFCEdward Jones
- Michael Viscardi, CFP, ChFCLPL Financial LLC
- Thomas Tavenner, CFPBooster, LLC
- Robert Gole, CFPOsaic Wealth, INC.
- Brian Bailey, CFPLPL Financial LLC