Mason Wealth Strategies, LLC operates as a registered investment advisor based in Cumming, Georgia, founded in February 2020 by Ryan Mason. The firm provides personalized investment management and financial planning services tailored to each client's specific needs, risk tolerance, and goals. Mason Wealth Strategies focuses on building individually tailored investment portfolios using both active and passive investment strategies, incorporating fundamental analysis. In addition to managing investments, the firm offers both project-based and ongoing financial planning covering cash flow, debt management, college savings, estate planning, retirement planning, risk management, and tax planning strategies. Mason Wealth Strategies serves high-net-worth individuals and does not require a minimum account size to open an investment management relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 0.80% |
Fees are negotiable, prorated, and paid in arrears on a quarterly basis.