Kyle Eagle is a CFP-designated registered investment advisor at Mason & Associates, LLC, based in Newport News, VA, with 3 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 406 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mason & Associates' investment management fee is a percentage of your portfolio, and it's negotiable but cannot exceed 2.00% per year. If assets are held inside an annuity product, those assets are billed at a flat rate not to exceed 1.00% per year. Fees are deducted quarterly.
Location
2 Bayport Way, Suite 110, Newport News, VA, 23606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mason & Associates, LLC
Previous Registrations
Pbmares Wealth Management LLC
State Registrations1 state
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