Mason Investment Advisory Services Inc

Mason Investment Advisory Services, Inc. is an SEC-registered investment adviser founded in 1982 and a subsidiary of Mason International, Inc. The firm offers financial planning services, investment management for individuals and families, and outsourced chief investment officer services for institutional nonprofit organizations. Financial planning services involve preparing a financial program tailored to clients' needs, covering areas like retirement planning, investment planning, and estate planning. Investment management services include separately managed accounts with a focus on mutual funds, ETFs, and third-party money managers. The firm offers three types of relationships, including Mason Investment Management Service and Outsourced Chief Investment Officer Services. Clients typically have a minimum account size of $1 million. Regarding fees, financial planning services range from $5,000 to $15,000, while investment management fees are based on account value, starting at 1.20% for accounts under $1 million. The firm does not charge performance-based fees or engage in side-by-side management. Mason Investment Advisory Services does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm does not have authority to select brokers but recommends using Pershing Advisor Solutions for brokerage and custody services. Mason Investment Advisory Services has a Code of Ethics, and employees are required to report personal trading activities. The firm has disclosed disciplinary information related to SEC orders in 2024 and 2021. Clients are responsible for verifying fee computations and may receive quarterly statements and periodic reports on account performance.