Arturo Casas
Arturo Casas is a registered investment advisor at Mason Westbridge Asset Management LLC, based in Peachtree Corners, GA, with 9 years of industry experience. Arturo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 147 clients with $6.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mason Westbridge Asset Management's annual advisory fee is based on a percentage of the total value of your accounts. The fee schedule can be negotiated, but cannot exceed 5.00% of the assets under management. Clients on the third-party asset manager platform have a standard annual fee of 1.25% of the assets. The advisory fee is usually collected monthly in arrears. The fee does not include taxes, custodial fees, brokerage commissions, or transaction fees, unless you are in the wrap fee program.
Location
3740 Davinci Ct Ste 430, Peachtree Corners, GA, 30092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mason Westbridge Asset Management LLC
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
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.