Allison Lori Berlenbach Gormier

CFP

Mason Investment Advisory Services INC

20 Years of Experience

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Firm Information

Mason Investment Advisory Services INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

32 advisors

Number of Clients

1,110 clients

Average Client Portfolio

$11.9M average

Assets Under Management

$13.2B

Fee Structure

Minimum Investment:$1M

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.20%
$1.0M - $3.0M	0.90%
$3.0M - $5.0M	0.80%
$5.0M - $10.0M	0.60%
$10.0M - $25.0M	0.55%
$25.0M - $50.0M	0.50%
$50.0M - $100.0M	0.45%
$100M+	0.40%

Fees are generally not negotiable, however, MIAS may negotiate certain fixed rates with Clients that can apply to all asset levels.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$5,000 - $15,000

Financial planning fees range from $5,000 to $15,000 based on complexity. Investment management fees (MIMS) are based on a tiered percentage of assets under management. OCIO fees (discretionary and non-discretionary) are also tiered based on assets. Short Term Reserves Services fee is 0.10%. Aggregate Data Reporting fees are tiered based on assets. Fees may be negotiable in certain situations. Clients also pay custodian fees, fund expenses, and brokerage fees.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

11921 Freedom Drive, Suite 1000, Reston, VA, 20190

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Regulatory History (1)

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