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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
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, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations18 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
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