Colby Mank is a registered investment advisor at Mason & Associates, LLC, based in Apex, NC, with 2 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Divorce Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 414 clients with $470M 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 negotiable and do not exceed 2.00% per year. Assets held inside an annuity are billed separately at a flat rate not to exceed 1.00% per year.
Fee Estimator
Location
Apex, NC
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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 →Employment History
Current Registrations
Mason & Associates, LLC
Previous Registrations
Coppell Advisory Solutions LLC
Penobscot Financial Advisors
State Registrations2 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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