Courtney Mason is a CFP-designated registered investment advisor at Cmc Advisors LLC, based in Scottsdale, AZ, with 6 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 7 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CMC Advisors manages investment portfolios for a fee based on the value of your portfolio. The annual fee is:
- Up to $1,999,999: 1.10%
- $2,000,000 to $2,999,999: 1.00%
- $3,000,000 to $4,999,999: 0.85%
- $5,000,000 to $9,999,999: 0.75%
- $10,000,000 to $14,999,999: 0.65%
- $15,000,000 to $19,999,999: 0.55%
- $20,000,000 to $99,999,999: 0.45%
- Over $99,999,999: 0.35%
CMC Advisors may also charge a performance fee of 15% on accounts invested in the CMC Growth Portfolio.
Location
Scottsdale, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cmc Advisors LLC
State Registrations3 states
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