Sabrina Mason
Sabrina Mason is a registered investment advisor at VALIC Financial Advisors, INC., based in Chicago, IL, with 31 years of industry experience. Sabrina 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 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
500 West Madison, Suite 2850, Chicago, IL, 60661
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 →Other Business ActivitiesSells Insurance
Sabrina is an agent selling non-securities insurance products for AGIA, dedicating a few hours per week. She also works as a Treatment Advocate for the National Youth Advocacy Program (NYAP) about a quarter of her time and is a board member for Carolyn's Kids Foundation, spending minimal time on this role.
Employment History
Current Registrations
VALIC Financial Advisors, INC.Broker
VALIC Financial Advisors, INC.
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Allstate Financial Services, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Smith Barney INC.Broker
Citicorp Investment ServicesBroker
Chatfield Dean & CO., INC.Broker
Pruco Securities CorporationBroker
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.