Mason Investment Advisory Services

Mason Investment Advisory Services Inc. is registered as an investment adviser with the U.S. Securities and Exchange Commission (SEC), making it a regulated RIA. This requires the firm to act as a fiduciary, adhere to the Investment Advisers Act of 1940, and file periodic Form ADV disclosures (public record).

The firm's client base includes high-net-worth individuals, trusts, estates, retirement plans, and institutional accounts, according to SEC registration filings. It also provides financial planning and consulting services to individual investors, typically requiring a minimum asset threshold not publicly stated.

Yes, Mason Advisory's investment approach covers alternative asset classes including private credit, real estate, infrastructure, and hedge funds, as indicated in its SEC Form ADV or marketing materials. These are allocated alongside traditional equity and fixed-income securities in a multi-asset portfolio framework.

Mason Investment Advisory Services is an SEC-registered investment adviser, not a single or multi-family office. It operates as a conventional RIA serving multiple clients, with fiduciary duties to each under the Investment Advisers Act of 1940, distinct from the family office exemption.

The firm typically charges a percentage of assets under management, with fee schedules varying by account size and service level. Specific fee breakpoints are disclosed in the firm's Form ADV Part 2, which is filed with the SEC.