Cody Mason is a CFP-designated registered investment advisor at Worth Asset Management, based in Dallas, TX, with 19 years of industry experience. Cody operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 333 clients with $290M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Firm also lists a fixed annual rate schedule ranging from 0.80% to 1.50% and an alternative floating schedule ranging from 0.75% down to 0.20%. Fees are negotiable.
Fee Estimator
Location
17855 Dallas Parkway, Suite 150, Dallas, TX, 75287
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Employment History
Current Registrations
Worth Asset Management
Previous Registrations
Fairway Legacy Advisors LLC
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
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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