CM
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Christopher Mason is a registered investment advisor at Ox Lux Advisory LLC, based in Chester, VT, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Fees are up to 0.90% annually for diversified portfolios and up to 1.80% annually for concentrated, active portfolios. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Chester, VT
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 2012Employment History
Current Registrations
Ox Lux Advisory LLC
January 2026 - Present · 9 mos
Previous Registrations
Aaron Wealth Advisors
April 2023 - May 2024 · 1 yr 1 mo
State Registrations2 states
TXVT
Advisor
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
No exam information available for this advisor.
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