Mason Schreck is a registered investment advisor at Alpha Zero LLC, based in Boca Raton, FL, with 2 years of industry experience. Mason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 323 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alpha Zero charges up to 2% annually for portfolio management, based on the value of your investments. The fee is calculated at the end of each quarter and adjusted for any deposits or withdrawals made during the quarter. This fee is negotiable. Alpha Zero also offers advisory services for alternative investments, charging 2% per year of the capital commitment, assessed quarterly, plus a performance fee of 20% of the profits realized on each investment.
Location
2500 North Military Trail, Suite 316, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mason is a managing member at 8914 Milam Grove, LLC, 2141 NE 62nd CT, LLC, and 1057 Hillsboro Mile, LLC.
Employment History
Current Registrations
Alpha Zero LLC
State Registrations2 states
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