Mason Financial Services manages investment portfolios for individuals and high-net-worth clients on a discretionary basis, meaning the firm makes trades on your behalf without needing your approval for each transaction. Founded in 2014 and owned by Ensen Mason, the firm builds customized investment strategies based on your personal goals, time horizon, and risk tolerance, using fundamental, technical, and cyclical analysis. In addition to investment management, the firm's owner operates a separate accounting and tax practice, where clients may occasionally receive separate tax or insurance services for additional fees.
Assets Under Management$51M
Clients86
Advisors1
Avg. per Client$600K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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