CS
CFP
CS
CFP

Christopher Lee Schreiner

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
1,110 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$13.2B

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $25.0M0.55%
$25.0M - $50.0M0.50%
$50.0M - $100.0M0.45%
$100M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11130 Sunrise Valley Drive, Suite 200, Reston, VA, 20191

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Mason Securities, INC.
January 2001 - Present · 25 yrs 1 mo
Mason Securities, INC.Broker
January 2001 - Present · 25 yrs 1 mo
Mason Investment Advisory Services INC
January 2001 - Present · 25 yrs 1 mo
State Registrations3 states
CATXVA
AdvisorBroker
Exams
No exam information available for this advisor.
Christopher Lee Schreiner - Financial Advisor | TrueAdvisor