Mason Westbridge Asset Management provides investment advisory and management services to individual and institutional clients, including retirement plans. MWB offers both traditional and wrap fee programs. Investment management services are tailored to each client's needs, starting with an initial meeting to determine their goals and risk tolerance. Clients can impose restrictions on investments. MWB may use a third-party asset manager to allocate investments.
Fee Structure
Mason Westbridge Asset Management's annual advisory fee is based on a percentage of the total value of your accounts. The fee schedule can be negotiated, but cannot exceed 5.00% of the assets under management. Clients on the third-party asset manager platform have a standard annual fee of 1.25% of the assets. The advisory fee is usually collected monthly in arrears. The fee does not include taxes, custodial fees, brokerage commissions, or transaction fees, unless you are in the wrap fee program.