Sean Mason is a registered investment advisor at Truvestments Capital LLC, based in Fresno, CA, with 12 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M 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 | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.
Fee Estimator
Location
5250 N Palm Avenue, Ste 201, Fresno, CA, 93704
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
Sean is an insurance agent since 2002, selling insurance and annuities under the name Fresno Financial Advisors. He also provides financial education through workshops and seminars with the Society of Financial Awareness, for which he receives no compensation.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Motiv8 Investments LLC
Creativeone Wealth, LLC
Retirement Wealth Advisors, INC.
Phi Beta Kapital Investments, INC.
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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