Mason Capital Partners (MCP) manages investments for individuals, high net worth individuals, corporate pension plans, and other entities. MCP's approach focuses on income with growth, investing primarily in common stocks and fixed income securities. MCP aims to invest in companies with long-term growth potential and sound finances. They tailor their services to individual client needs and allow clients to request restrictions on investments.
Assets Under Management$200M
Clients148
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for separately managed accounts are negotiable and will depend on the size and complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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