Thomas Mason
Advisor at Corient
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Thomas Mason is a Series 65-licensed financial advisor at Corient with nine years of industry experience. His prior roles include positions at Fisher Investments and AssuredPartners Investment Advisors. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a team-based investment model to create customized, goals-based asset allocations and integrates risk management through factor models, stress testing, and manager due diligence.
Client services
Based on Corient
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Market timing
Expertise
Based on Corient
Private / alternative investments
ESG / Sustainable investing
Wealth management
Fee options
Flat fees may be charged based on criteria such as anticipated earnings, assets managed, or for financial planning and consulting
Available for financial planning and consulting services as agreed upon
Account minimum: $250,000 to $5 million depending on strategy Minimum fee: Retirement plan services minimum quarterly fee of $5,000 Fee-only: Financial planning and consulting services offered for a fixed fee or hourly rate as agreed upon
Location
3344 Peachtree Rd Ne, Suite 2000
Atlanta, GA 30326
Most active in
Thomas M has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Corient
2024 - Present (2 years)
Corient Services LLC
2024 - Present (2 years)
Self-Employed
2024 - 2024 (1 year)
AssuredPartners Investment Advisors
2023 - 2024 (1 year)
Fisher Investments
2018 - 2023 (5 years)
Australian National University
2016 - 2018 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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