Melissa Mason
Melissa Mason is a registered investment advisor at Cascade Wealth Management Solutions INC., based in Pittsfield, MA, with 1 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1000K | 2.30% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.35% |
Annual fee is negotiable based on various factors.
Fee Estimator
Location
Pittsfield, MA
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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 Activities
Melissa is the owner of Shire Virtual Admin, performing administrative clerical work since 2021. This non-investment related activity takes about 10-20% of Melissa's time.
Employment History
Current Registrations
Cascade Wealth Management Solutions INC.
State Registrations1 state
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