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Mason Vrazel

Advisor at Per Stirling Capital Management, LLC

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Per Stirling Capital Management, LLC logo

Firm

Per Stirling Capital Management, LLC

Location

Austin, TX 78746

Credentials

Series 63, Series 65

Industry experience

3 years

About

Mason Vrazel is a financial advisor at Per Stirling Capital Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab & Co., Inc. Outside of his advisory role, he is also a registered representative at B.B. Graham & Co., Inc. Per Stirling Capital Management is an SEC-registered advisory firm serving individuals, high-net-worth households, trusts, estates, and select institutions. The firm employs a multi-advisor team approach, using a blend of fundamental, technical, cyclical, and statistical analysis to manage discretionary portfolios and offers comprehensive financial planning and consulting services.

Client services

Based on Per Stirling Capital Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Per Stirling Capital Management, LLC

General retirement planning College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed fees for consulting services and financial planning; fixed fee for 1031 Exchange consulting up to 5% of assets included in recommendations.

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $20,000,000: 0.60% annually $20,000,001+: 0.50% annually

Commissions

Some registered individuals dually registered with broker-dealer and can accept commissions for products sold through that broker-dealer; PSCM as a firm does not receive commissions on managed assets.

Project-based

Hourly consulting fees; rates vary depending on IAR and services; financial planning services may be hourly-based.

Other

Account minimum: $250,000 Fee-only: Fee-only; no commissions on managed assets; some IARs may be dually registered and accept commissions through broker-dealer, but PSCM itself is fee-only.

Location

4800 Bee Caves Road

Austin, TX 78746

Most active in

Texas

Work history

Per Stirling Capital Management, LLC

2025 - Present (1 year)

Per Stirling Capital Management, LLC

2024 - Present (2 years)

B.B. Graham & Co., Inc.

2024 - Present (2 years)

Park Avenue securities

2024 - 2024 (1 year)

Guardian life Insurance Company

2024 - 2024 (1 year)

Unemployed

2023 - 2024 (1 year)

Charles Schwab

2021 - 2023 (2 years)

2 Rivers Coffee

2020 - 2021 (1 year)

Jolt Coffee and Beverage

2020 - 2020 (1 year)

Student

2019 - 2020 (1 year)

Jensei Sushi Restaurant

2019 - 2019 (1 year)

University of Mississippi Department of Outreach

2018 - 2019 (1 year)

Uber

2018 - 2018 (1 year)

Student

2017 - 2018 (1 year)

Schlitterbahn Waterparks

2017 - 2017 (1 year)

Student

2016 - 2017 (1 year)

Schlitterbahn Waterparks

2016 - 2016 (1 year)

Student

2015 - 2016 (1 year)

Disclosures

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

Business activities & affiliations

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