Moncherie Mason
Moncherie Mason is a registered investment advisor at Missionsquare Wealth Management, based in Washington, DC, with 22 years of industry experience. Moncherie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
Get directionsHistory
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
Moncherie is the President/CEO of Cornerstone Tax and Financial Solutions, where she does tax preparation. She also serves as Treasurer for Second Chance Center and on the Board of Trustees for Blackhawks Youth Organization, dedicating minimal time to each.
Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Previous Registrations
LPL Financial LLCBroker
Global Retirement Partners LLC
Principal Securities, INC.
Principal Securities, INC.Broker
Wells Fargo Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Old Mutual Capital
Old Mutual Investment PartnersBroker
Northern Trust Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations9 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.