Mason Investment Advisory Services INC
Assets Under Management
$13.2B
Number of Clients
1,110
Number of Advisors
32
Average Client AUM
$11.9M
AUM per Advisor
$412.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mason Investment Advisory Services (MIAS) offers financial planning, investment management (MIMS), and outsourced chief investment officer (OCIO) services. MIMS accounts offer asset allocation, investment vehicle selection, and account maintenance. OCIO services assist non-profits with investment policy and manager selection. MIAS also offers a short-term cash reserves service.
Fee Structure
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
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.
Areas of Practice
Location
11921 Freedom Drive, Suite 1000, Reston, VA, 20190