Mason Financial Services provides investment management services to clients, determining investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. Clients authorize Mason Financial Services to execute investment program transactions.
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. Certain legacy clients may have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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