Mason & Associates offers personalized financial planning and investment management services. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Mason & Associates is a fee-only firm and does not sell commissioned products. Advisors may offer insurance products through an affiliated insurance agency.
Assets Under Management$830M
Clients698
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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