Mason & Associates provides personalized investment management and financial planning services primarily for individuals, high-net-worth individuals, and trusts. Founded in 2020 and based in Newport News, Virginia, Mason & Associates helps clients build diversified portfolios using mutual funds and exchange-traded funds, typically partnering with an independent platform called GeoWealth to handle day-to-day administrative and sub-advisory tasks. In addition to managing investments, Mason & Associates offers ongoing financial planning covering cash flow analysis, insurance, employee benefits, taxes, retirement, and estate planning. The firm also provides standalone divorce planning, educational seminars on federal employee benefits, and tax return preparation through a third-party partner. Mason & Associates tailors its approach to each client's specific financial condition, risk tolerance, and goals, operating legally in your best interest when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and do not exceed 2.00% per year. Assets held inside an annuity are billed separately at a flat rate not to exceed 1.00% per year.
