Michael Mason
Michael Mason is a CFP, ChFC-designated registered investment advisor at Mason & Associates, LLC, based in Newport News, VA, with 39 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Divorce Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 414 clients with $470M 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 | 2.00% |
Fees are negotiable and do not exceed 2.00% per year. Assets held inside an annuity are billed separately at a flat rate not to exceed 1.00% per year.
Fee Estimator
Location
2 Bayport Way, Suite 110, Newport News, VA, 23606
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Employment History
Current Registrations
Mason & Associates, LLC
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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
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