Shane Mason is a CFP-designated registered investment advisor at Brooklyn Fi, LLC, based in Brooklyn, NY, with 5 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Financial Planning & Coaching, Gen X, and 2 more. Their firm serves 295 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
109 S 5th St, Brooklyn, NY, 11249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Shane owns Shane Mason, Inc. providing tax preparation services, dedicating about 10-20% of his time. He also has 50% ownership in both In the Money Media, LLC (a podcasting company) and Guided Equity Management, Inc., each taking up less than 10% of his time.
Employment History
Current Registrations
Brooklyn Fi, LLC
State Registrations1 state
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