Mason & Associates offers personalized financial planning and portfolio management services to individuals, families, small businesses, trusts, and retirement plans. Operating under the name Transformative Wealth Management as well, the firm helps clients navigate complex financial situations by building custom investment portfolios, creating detailed financial plans, and offering strategic advice on retirement, taxes, estate planning, and insurance. The advisory team utilizes Modern Portfolio Theory to construct globally diversified portfolios and maintains an open architecture platform, allowing for customized asset allocations. While the firm primarily manages portfolios directly, it also provides access to third-party managers when appropriate. Mason & Associates emphasizes a client-first approach, operating as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5,000,000 are negotiable. The financial planning fee may be waived if the client hires Mason & Associates to manage their investments.
