Allison Gormier
Allison Gormier is a CFP-designated registered investment advisor at Mason Investment Advisory Services INC, based in Reston, VA, with 20 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,110 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fees are generally not negotiable, however, MIAS may negotiate certain fixed rates with Clients that can apply to all asset levels. Similar Client accounts may have different fee schedules based on the historical nature of the accounts or through negotiation with the Client. The Firm provides advisory services to Clients with large portfolios in a limited number of special situations for substantially reduced advisory fees.
Fee Estimator
Location
11921 Freedom Drive, Suite 1000, Reston, VA, 20190
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Regulatory History (1)
Customer Dispute
October 2008Employment History
Current Registrations
Mason Investment Advisory Services INC
Previous Registrations
Mason Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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