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Mason & Associates, Llc
Newport News, Virginia
5.0
57 Reviews
Mason & Associates, LLC is a reputable investment advisory firm based out of Newport News, VA, offering comprehensive financial services to a diverse clientele. With over 300 individual clients, they effectively manage a substantial $273,736,000 in assets. The firm's success is anchored in their expertise in employer 401Ks and individual investment management, accounting for half of their assets under management.
As a local establishment, Mason & Associates has earned a trusted reputation within the community. Their team of eight dedicated professionals, including five investment advisors, delivers personalized financial solution...see more
Assets Under Mgmt
$273.74M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Reviews for Mason & Associates, Llc
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