Cameron Mason
Cameron Mason is a registered investment advisor at Osaic Wealth, INC., based in Lake Oswego, OR, with 9 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3 Centerpoiinte Drive, Suite 200, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (1)
Financial
July 2016Other Business ActivitiesSells Insurance
Cameron works as a financial advisor and insurance agent for his own clients and as a salaried servicing advisor and analyst for Conrad Pearson and his clients. These activities, including working for Pearson Financial Group and Sagepoint Financial, take up nearly all of Cameron's time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations15 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.