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
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Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Brent is an independent insurance agent for various insurance companies. He also serves as a board member for Rosemary Children's Services and a member of Noblesville West LLC, managing real estate; additionally, he is a managing director for Charles W Mason & Assoc, dedicating about a quarter of his time to this role.