Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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. The fee percentage for assets over $5,000,001 is negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management. The annual fee is 1.25% on the first $1,000,000, 1.15% on the next $1,000,000 (up to $2,000,000), and 1.00% on the next $3,000,000 (up to $5,000,000). Fees above $5,000,001 are negotiable. Financial planning fees start at $1,000 and are negotiable. Hourly planning engagements are billed at $350/hour. The firm requires a minimum of $1,000,000 of assets under management to work with them, which equates to an annual fee of $12,500. For certain private illiquid investments, Mason may receive a finder’s fee, and the client will not be charged a management fee on the assets invested in that investment.
Areas of Practice
Advisor Information
Office location
7474 North Figueroa Street, Suite 100, Los Angeles, CA, 90041
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sun is an independent insurance agent for various independent insurance companies. She also works as a Notary Public and CFP/EA designee, dedicating minimal time to the former and a few hours per week to the latter.