| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation. For amounts over $5,000,001, the fee is negotiable.
7474 North Figueroa Street, Suite 100, Los Angeles, CA, 90041
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Learn about disclosures →Charles owns Charles W. Mason Insurance (since 1989) and Mason Insurance Services, LLC (since 2014), both insurance agencies, and spends minimal time on each. He is also a managing member of Noblesville West, LLC, an office building management company, dedicating a few hours per week.