Constance Craig-Mason
Constance Craig-Mason is a registered investment advisor at Altitude Capital Management LLC, based in York, PA, with 3 years of industry experience. Constance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
92 Theater Lane, York, PA, 17402
Get directionsHistory
Regulatory History (4)
Judgment / Lien
August 2022Financial
June 2022Judgment / Lien
May 2022Financial
November 2021Other Business ActivitiesSells Insurance
Constance is the CEO of Concierge Financial Advisory, LLC, and provides financial literacy content through speaking engagements and book projects, dedicating a few hours per week. She is also the CEO of Concierge Financial Group Agency as a P&C Insurance Broker, and an insurance agent at Forthright Capital Partners, LLC, selling life insurance and fixed annuities, taking nearly full-time.
Employment History
Current Registrations
Altitude Capital Management LLC
Previous Registrations
Forthright Capital Advisory
Money Concepts Advisory Service
Turning Point Financial
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.