Mason Salit is a registered investment advisor at Dynasty Wealth Management, LLC, based in St. Petersburg, FL, with 17 years of industry experience. Mason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DWM offers various investment programs with fees ranging from 0.02% to 0.30% of assets invested. There is also an annual minimum account fee of up to $120. These fees do not include securities transaction fees or sub-manager fees. DWM also receives compensation from money managers participating in Model Select portfolios, either as a percentage of the underlying fund's expense ratio (9%-20%) or as a flat fee (3-20 basis points).
Location
200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Previous Registrations
Leumi Investment Services INC.
Leumi Investment Services INC.Broker
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Citigroup Global Markets INC.Broker
State Registrations5 states
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