Marla Mason is a CFP-designated registered investment advisor at A & I Wealth Management, based in Lone Tree, CO, with 22 years of industry experience. Marla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 577 clients with $460M 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 | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fees are negotiable. Certain assets may be exempted from management fees for 24 months if a commissionable security or insurance product was purchased.
Fee Estimator
Location
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
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 ActivitiesSells Insurance
Marla works as an IAR under A&I Financial Services LLC DBA A&I Wealth Management and is an independent contractor with various insurance carriers for fixed insurance business. She also serves as a trustee for two ILITs.
Employment History
Current Registrations
Geneos Wealth Management, INC.Broker
A & I Wealth Management
Previous Registrations
Presidential Brokerage, INC.
Presidential Brokerage, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.