Mason & Associates offers investment management, financial planning, divorce planning, educational seminars, tax return preparation & filing, and estate planning services. For investment management, Mason & Associates typically recommends clients retain an independent third-party investment advisor. Financial planning covers areas like cash flow, insurance, employee benefits, investments, taxes, retirement, and estate planning. Clients are not obligated to implement any recommendations.
Fee Structure
Mason & Associates' investment management fee is a percentage of your portfolio, and it's negotiable but cannot exceed 2.00% per year. If assets are held inside an annuity product, those assets are billed at a flat rate not to exceed 1.00% per year. Fees are deducted quarterly.
