Brent Mason
Brent Mason is a registered investment advisor at Mason & Associates, INC., based in Los Angeles, CA, with 19 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 698 clients with $830M 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 - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation.
Fee Estimator
Location
7474 North Figueroa Street, Suite 100, Los Angeles, CA, 90041
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Brent is an independent insurance agent for various insurance companies. He also serves as a board member for Rosemary Children's Services and a member of Noblesville West LLC, managing real estate; additionally, he is a managing director for Charles W Mason & Assoc, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Mason & Associates, INC.
State Registrations1 state
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.