Allison Gormier
Allison Gormier is a CFP-designated registered investment advisor at Mason Investment Advisory Services INC, based in Reston, VA, with 21 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,147 clients with $16B 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 | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Clients may reduce the first-year fee by electing a statement of intention for expected contributions over 13 months. Other fee schedules apply for institutional outsourced chief investment officer services.
Fee Estimator
Location
11921 Freedom Drive, Suite 1000, Reston, VA, 20190
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Employment History
Current Registrations
Mason Investment Advisory Services INC
Previous Registrations
Mason Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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