MASON & ASSOCIATES, LLC
Newport News, Virginia
5.0
59 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...
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Assets Under Mgmt

$273.74M

Investment Professionals

5

Locations

0

% 401K & Individual

55%

% Discretionary

100%
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
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