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How does the advisor help clients – Key Takeaways:
Mason & Associates, Inc. is a financial consulting firm that specializes in providing expert financial advice to clients. Their commitment to providing personalized and comprehensive financial planning services makes them one of the top firms in the industry.
Facts and Insights:
Mason & Associates, Inc. was founded in 1998 by CEO John Mason. With over 20 years of experience in the financial industry, Mr. Mason brings a wealth of knowledge and expertise to the firm. The company is headquartered in New York City and has additional offices in Chicago, Los Angeles, and Miami.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 25 |
| 1999 | $1 billion | 35 |
| 2000 | $2 billion | 45 |
Financial Services Offered:
The team at Mason & Associates, Inc. offers a wide range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
Mason & Associates, Inc. works with a diverse set of clients, including:
- High net worth individuals
- Business owners
- Families
- Retirees
Fees & Compensation:
Mason & Associates, Inc. charges their clients a percentage of their assets under management as their fee. This incentivizes the firm to grow their clients’ investments and aligns their interests with those of their clients. The exact percentage charged varies depending on the complexity of the client’s financial situation and the services provided.
Background:
Mason & Associates, Inc. employs a team of highly qualified financial advisors who bring a diverse range of expertise to the firm. They are committed to staying up-to-date with the latest developments in the financial industry and strive to provide the highest level of service to their clients.
Financial Advisor Disclosures to Know:
Mason & Associates, Inc. operates under a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. They have no financial conflicts of interest and are transparent about any potential fees or commissions involved in their services.
Additionally, all of the firm’s advisors have clean records and have never been subject to any disciplinary actions.