Mason & Associates, INC.
Assets Under Management
$631.3M
Number of Clients
565
Number of Advisors
8
Average Client AUM
$1.1M
AUM per Advisor
$78.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Mason & Associates provides personalized financial planning and investment management services. They offer advice on financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. They are a fee-only firm and do not sell commissioned products. They utilize third-party money managers and participate in the Schwab Connection Marketplace.
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
Location
7474 North Figueroa Street, Suite 100, Los Angeles, CA, 90041
