Mason Scott is a registered investment advisor at Taverik Capital, LLC, based in Greenville, SC, with 1 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 377 clients with $100M 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 $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20M+ | 1.00% |
Clients who moved their accounts from another firm pay 1.14% annually. Fees are negotiable at Taverik's discretion.
Fee Estimator
Location
220 N. Main Street, Suite 500, Greenville, SC, 29601
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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
Taverik Capital, LLC
State Registrations1 state
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