Allison Lori Berlenbach Gormier

CFP

Mason Investment Advisory Services INC

20 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Mason Investment Advisory Services INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

32 advisors

Number of Clients

1,110 clients

Average Client Portfolio

$11.9M average

Assets Under Management

$13.2B

Fee Structure

Minimum Investment:$1M

AUM-Based Fees (Tiered)

Assets Under Management	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%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

11921 Freedom Drive, Suite 1000, Reston, VA, 20190

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History

Regulatory History (1)

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Customer Dispute

October 2008

Settled

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Employment History

Current Registrations

Mason Investment Advisory Services INC

July 2008 - Present · 17 yrs 7 mos

Previous Registrations

Mason Securities, INC.Broker

July 2008 - November 2025 · 17 yrs 4 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

October 2005 - June 2008 · 2 yrs 8 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

September 2005 - June 2008 · 2 yrs 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.