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Andrew Mason

Advisor at StoneX Advisors Inc.

Updated today

Location

Michigan City, IN

Credentials

Series 66

Industry experience

20 years

About

Andrew Mason is a financial advisor with StoneX Advisors Inc. in Michigan City, IN, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, Mason is president and 24% owner of Noblechem Resources, Inc., a chemical wholesale and distribution company, and serves as a high school boys golf coach. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and a broad network of advisors.

Client services

Based on StoneX Advisors Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Financial consulting services

Expertise

Based on StoneX Advisors Inc.

ESG / Sustainable investing

Fee options

Fixed

Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure

Percentage

$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)

Project-based

Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure

Other

Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts

Location

Michigan City, IN

Most active in

Indiana

Work history

StoneX Securities Inc

2019 - Present (7 years)

StoneX Advisors Inc

2019 - Present (7 years)

Noblechem Resources, Inc.

2010 - Present (16 years)

Aim Financial Freedom, Inc.

2007 - Present (19 years)

INDEPENDENT INSURANCE AGENT

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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