Mason Carhart
Mason Carhart is a registered investment advisor at Cornerstone Securities LLC, based in Eagle Point, OR, with 4 years of industry experience. Mason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 900 clients with $210M 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 | 2.00% |
Fees are up to 2% of the account balance and are negotiable with your representative.
Fee Estimator
Location
Eagle Point, OR
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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
Mason is an insurance agent selling life, health, long-term care, property & casualty, and disability insurance, dedicating a few hours per week to this activity. He is also a board member for the Medford Parks and Recreation Foundation, spending minimal time on this role.
Employment History
Current Registrations
Cornerstone Securities LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, 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.
Exams
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