Assets Under Management
$13.2B
Number of Clients
1,110
Number of Advisors
32
Average Client AUM
$11.9M
AUM per Advisor
$412.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Mason Investment Advisory Services (MIAS) offers personal financial planning, investment management for individuals and families, and outsourced chief investment officer (OCIO) services for non-profit organizations. Investment management utilizes mutual funds, ETFs, and third-party managers. MIAS also offers short-term cash reserves services and aggregate data reporting.
| Assets Under Management | 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% |
11921 Freedom Drive, Suite 1000, Reston, VA, 20190