Mason Carpenter is a CFA-designated registered investment advisor at Whittier Advisors, LLC, based in Newport Beach, CA. Mason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Whittier Advisors offers investment management services where fees typically range from 0.65% to 1.00% of the assets managed. The specific fee depends on the account size, investment complexity, how much decision-making authority Whittier has, and the service requirements of the relationship. Minimum fees may be negotiable in some situations. Fees are billed either quarterly or monthly.
Location
4695 Macarthur Court, Suite 1500, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Whittier Advisors, LLC
State Registrations2 states
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