Mason & Associates, INC.
Assets Under Management
$631.3M
Number of Clients
565
Number of Advisors
8
Average Client AUM
$1.1M
AUM per Advisor
$78.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mason & Associates offers financial planning and investment management services to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. They provide advice on financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. The firm is fee-only and affiliated with an insurance agency.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Management fees are negotiable and may vary, depending on the complexity of the client’s financial situation. For amounts over $5,000,001, the fee is negotiable.
Fee Estimator
Areas of Practice
Location
7474 North Figueroa Street, Suite 100, Los Angeles, CA, 90041
