How does the advisor help clients – Key Takeaways:
MASON & ASSOCIATES, LLC is a financial advisory firm that provides expert financial guidance and management to a wide range of clients in need of wealth management, retirement planning, and insurance services. With a team of experienced financial advisors, MASON & ASSOCIATES, LLC offers personalized and comprehensive financial solutions customized to each client’s unique financial needs and goals.
Facts and Insights
MASON & ASSOCIATES, LLC has been in the financial advisory business for over 15 years, providing top-notch financial services to individuals, families, and businesses. In terms of assets under management, the firm currently manages over $500 million in client assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 15 years |
Financial Services Offered
MASON & ASSOCIATES, LLC provides a wide range of financial services to meet the diverse and changing needs of its clients. Some of the services offered include:
- Wealth Management
- Retirement Planning
- Insurance Services
- Tax Planning
- Estate Planning
Client Types
MASON & ASSOCIATES, LLC serves a diverse clientele, including high-net-worth individuals, families, and businesses. The firm’s team of advisors are equipped to handle the unique financial needs of each type of client and are committed to building long-lasting relationships based on trust and transparency.
Fees & Compensation
As a fee-only financial advisory firm, MASON & ASSOCIATES, LLC charges a percentage of the client’s assets under management as their primary form of compensation. This fee structure aligns the firm’s interests with that of their clients, as their compensation is directly tied to the performance of the client’s investments.
Background
MASON & ASSOCIATES, LLC was founded by John Mason, a highly experienced and qualified financial advisor with over 25 years of industry experience. The firm’s team of advisors all have advanced degrees in finance and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Advisor (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, MASON & ASSOCIATES, LLC is required to disclose any potential conflicts of interest or any material information that could influence their clients’ decisions. Clients can review the firm’s Form ADV, which includes information on services offered, fees, and any disciplinary actions or lawsuits.