Mason Knopp
Mason Knopp is a registered investment advisor at Ofg Financial Services, INC., based in Topeka, KS, with 6 years of industry experience. Mason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 855 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.65% |
Fees are typically 1.0% or less and are negotiable based on discussions between the representative and the client.
Fee Estimator
Location
Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515
Get directionsHistory
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
Mason earns commissions from Ash Brokerage, Bay Bridge Administrators (Section 125 products), LTC insurance, and life insurance, as well as from MK Cattle. These activities take minimal time.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
State Registrations3 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.
Exams
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