Dale Mason is a registered investment advisor at Mg Capital Partners, LLC, based in Vienna, VA, with 6 years of industry experience. Dale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 211 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
9420 Lakeside Dr., Vienna, VA, 22182
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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 ActivitiesSells Insurance
Dale owns a CPA business, Dale Mason, CPA & Co., providing international tax consulting services. He is also a licensed insurance agent in Virginia, planning to sell term life insurance and long-term care insurance, but has not yet started this business.
Employment History
Current Registrations
Mg Capital Partners, LLC
State Registrations3 states
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