Curtis Mason
Curtis Mason is a registered investment advisor at Ameriprise Financial Services, LLC, based in San Antonio, TX, with 28 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1314 E Sonterra Blvd, Bldg 4 Ste 401, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2012Other Business Activities
Curtis owns commercial real estate and manages an Ameriprise practice, dedicating about a quarter of his time to the latter. He also serves as Vice Chair Board of Trustee for Mason and co-owns CURMAX LLC, which holds real estate properties.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations17 states
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