Michael Mason
Michael Mason is a CFP, ChFC-designated registered investment advisor at Mason & Associates, LLC, based in Newport News, VA, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 406 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mason & Associates' investment management fee is a percentage of your portfolio, and it's negotiable but cannot exceed 2.00% per year. If assets are held inside an annuity product, those assets are billed at a flat rate not to exceed 1.00% per year. Fees are deducted quarterly.
Location
2 Bayport Way, Suite 110, Newport News, VA, 23606
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2011Employment History
Current Registrations
Mason & Associates, LLC
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.