RM
RM

Ryan Mason

4 Years of Experience
Houston, TX

Ryan Mason is a registered investment advisor at Lavaca Capital, LLC, based in Houston, TX, with 4 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $420M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
35 clients
Average Client Portfolio
$12.0M average
Assets Under Management
$421.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Lavaca Capital's fees for managing separate accounts are negotiated with each client, up to 2% of the account's assets. Lavaca may also receive a performance-based allocation of up to 30% of the net profit each quarter, subject to a high water mark.

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Location

2700 Post Oak Blvd., Suite 1250, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lavaca Capital, LLC
May 2021 - Present · 5 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.