Allan Moskowitz is a CFP-designated registered investment advisor at Mason & Associates, INC., based in Berkeley, CA, with 25 years of industry experience. Allan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 698 clients with $830M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation.
Fee Estimator
Contact
Allan Moskowitz
Location
900 Colusa Ave., Suite 201, Berkeley, CA, 94707
Get directionsHistory
Regulatory History (1)
Criminal
July 1969Other Business Activities
Allan owns real estate rental property in Richmond, CA and El Cerrito, CA. This activity is not investment-related.
Employment History
Current Registrations
Mason & Associates, INC.
Transformative Wealth Management LLC
Previous Registrations
Protected Investors of America
Financial West Group
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
Additional Information
Allan Moskowitz has over 30 years experience in delivering a client values driven approach in financial services and Sustainable, Responsible, Impact (SRI/ESG) Investing