Mason Investment Advisory Services (MIAS) offers financial planning and investment management to individuals, families, and non-profit organizations. Financial planning covers areas like retirement, taxes, and estate planning. Investment management involves creating and managing portfolios using mutual funds, ETFs, and third-party managers. MIAS also offers outsourced chief investment officer (OCIO) services for institutions and a short-term cash reserves service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fees are generally not negotiable, however, MIAS may negotiate certain fixed rates with Clients that can apply to all asset levels. Similar Client accounts may have different fee schedules based on the historical nature of the accounts or through negotiation with the Client. The Firm provides advisory services to Clients with large portfolios in a limited number of special situations for substantially reduced advisory fees.