Mason Investment Advisory Services Review


Trust Score 86%
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Mason Investment Advisory Services, federally registered in 1982, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 35 advisors. Mason Investment Advisory Services manages $7 billion and provides investment advisory services for 704 clients (1:21 advisor/client ratio).

Mason Investment Advisory Services requires a $0 minimum investment and charges a blended rate between 1.00% and 0.35% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 21 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $9,902,516
Hybrid Advisor Yes
Disciplinary History No
Total AUM $7 billion
Advisor / Client Ratio 1:21
Headquarters Reston, VA
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $999,999 1.00%
$1,000,000 to $2,999,999 0.75%
$3,000,000 to $4,999,999 0.66%
$5,000,000 to $24,999,999 0.50%
$25,000,000 to $49,999,999 0.45%
$50,000,000 to $99,999,999 0.40%
$100,000,000+ 0.35%


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