Mason Investment Advisory Services manages investment portfolios and provides personal financial planning for individuals, families, and institutional organizations. Mason Investment Advisory Services offers several types of relationships, including the Mason Investment Management Service for private clients and institutional investors, and an Outsourced Chief Investment Officer program for non-profits, foundations, and pension plans. The firm helps clients develop comprehensive financial plans covering retirement, income taxes, stock options, estate planning, and charitable giving. Portfolios are typically constructed using mutual funds, exchange-traded funds, and third-party money managers, with a focus on long-term strategic asset allocation and regular portfolio monitoring.
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% |
Clients may reduce the first-year fee by electing a statement of intention for expected contributions over 13 months. Other fee schedules apply for institutional outsourced chief investment officer services.