Ensen Mason is a CFA-designated registered investment advisor at Mason Financial Services, based in Redlands, CA, with 18 years of industry experience. Ensen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 86 clients with $51M 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 $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee. Certain legacy clients may have different fee schedules.
Fee Estimator
Location
300 E State Street, Ste 504, Redlands, CA, 92373
Get directionsHistory
Regulatory History (1)
Criminal
March 1988Other Business Activities
Ensen is a CPA at Mason Financial Services, dedicating about a quarter of his time to tax and accounting services. He also serves as the Auditor-Controller/Treasurer/Tax Collector for San Bernardino County, spending about a third of his time in this role, and is involved with the San Bernardino County Employees Retirement Association and Defined Benefit Committee, dedicating minimal time to each.
Employment History
Current Registrations
Mason Financial Services
Previous Registrations
Starfox Financial Services, LLC
LPL Financial LLC
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.