Matthew Mason
Matthew Mason is a registered investment advisor at A.G.P / Alliance Global Partners, based in Holmdel, NJ, with 29 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
2137 Route 35, Suite 345, Holmdel, NJ, 07733
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2007Other Business Activities
Matthew is involved with Mason Express LLC for tax purposes, dedicating minimal time to the business. This activity is not investment-related.
Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Paulson Investment Company, INC.Broker
Schneider Securities, INC.Broker
Global Capital Securities CorporationBroker
Josephthal & CO., INC.Broker
State Registrations34 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.