S.A. Mason LLC provides ongoing investment portfolio management based on each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. S.A. Mason also offers financial planning services, including net worth statements, cash flow projections, income tax projections, life insurance summaries, and estate document analysis.
Assets Under Management$640M
Clients274
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
All fees are subject to negotiation. Qualified investors may be charged a performance based fee of 10% of net profits above a mutually agreed upon high water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...