Mason Street Advisors, LLC
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Overview
Mason Street Advisors, LLC is a financial advisor company located in Milwaukee, Wisconsin. Mason Street Advisors, LLC manages $25.6 billion in assets under management over 27 accounts, placing it among the largest firms in the country by assets under management (AUM). Mason Street Advisors, LLC has a small team, including 11 financial advisors. Mason Street Advisors, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, equities and options.
Mason Street Advisors, LLC administers all of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions are made by an investment advisor without needing to seek the customer's permission. The investment advisory firm's typical account size is $947.0 million. An average advisor at Mason Street Advisors, LLC administers around two client accounts, making it one of the most personalized advisor firms in the country.
The firm's main office is located at 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797. It is permitted to serve clients throughout a few states, including Minnesota and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mason Street Advisors, LLC by the Numbers
$25.6 billion
12
27
$947.0 million
Products and Services
Services provided by Mason Street Advisors, LLC include portfolio management for investment companies and selection of other advisers. The company is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients. Mason Street Advisors, LLC is affiliated with one or more other service providers in the financial services industry, including with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency and commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees depend on which services the firm provides the client. Fees billed by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies. Out of its 27 customers, Mason Street Advisors, LLC's biggest client group is investment companies. None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mason Street Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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