Casey Mason
Casey Mason is a registered investment advisor at Texas Capital Bank Private Wealth Advisors, based in Dallas, TX, with 27 years of industry experience. Casey 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 5 more. Their firm serves 735 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable for accounts over $20,000,000. Fixed income strategies have a separate fee schedule ranging from 0.60% down to 0.45%.
Fee Estimator
Location
2000 Mckinney Avenue, Suite 700, Dallas, TX, 75201
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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 Activities
Casey works as an Operations Manager at Texas Capital Bank, dedicating minimal time. Casey also works as CFO for Tip of the Spear Landmine Removal (a few hours per week), is Owner/Managing Member of CMason Holdings LLC (about a third of their time), and works as a driver for Uber Technologies Inc (a few hours per week).
Employment History
Current Registrations
Texas Capital Bank Private Wealth Advisors
Tcbi Securities, INC.Broker
Previous Registrations
Hilltop Securities INC.Broker
Hilltop Securities INC.
Purshe Kaplan Sterling InvestmentsBroker
Pks Advisory Services, LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Capital Institutional Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
RBC Dain Rauscher INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations53 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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