Mason Page
Mason Page is a registered investment advisor at Alliance Wealth Advisors, LLC, based in Centerville, UT, with 9 years of industry experience. Mason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 694 clients with $440M 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 | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
The annual fee percentage is determined by the assets that will be managed at relationship inception and the annual flat fee percentage will remain unchanged unless a new fee percentage is agreed upon. Fees for TownSquare Capital's services and those assessed by any sub-advisors or third party money managers are included in the management fee.
Fee Estimator
Location
1148 West Legacy Crossing Blvd., Suite 110, Centerville, UT, 84014
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
Mason is an independent insurance agent offering fixed life and annuities, spending a few hours per week on this activity. The address is the same as the office location.
Employment History
Current Registrations
Alliance Wealth Advisors, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
State Registrations2 states
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.