S.A. Mason is an independent registered investment advisor that provides ongoing investment management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. S.A. Mason creates a personalized Investment Policy Statement for every client, guiding asset allocation and security selection. The firm primarily utilizes fundamental analysis to select a diversified mix of equities, bonds, mutual funds, exchange-traded funds, and other securities. In addition to portfolio management, S.A. Mason offers comprehensive financial planning covering net worth statements, cash flow projections, income tax strategies, life insurance summaries, and estate document analysis. The firm works with individuals, high-net-worth clients, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable. Qualified clients may be charged a performance-based fee of 10% of net profits above a high-water mark.