Mason Wealth Strategies, LLC (MWS) manages investment portfolios and offers financial planning services. MWS provides continuous investment advice based on individual client needs, developing personalized investment plans with asset allocation targets. They also offer hourly project-based financial planning on topics like retirement, risk management, and college savings, as well as ongoing financial planning for a fixed monthly fee.
Assets Under Management$5.2M
Clients18
Advisors1
Avg. per Client$290K
Avg. per Advisor$5.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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