S.A. Mason, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$485,653,412
Clients
254
Advisors
4
of 4 employees
About
S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm prepares client-specific Investment Policy Statements and delivers ongoing supervisory services such as asset allocation, security selection, and regular portfolio monitoring.
The firm combines fundamental analysis of company financials and business prospects with technical analysis to inform timing, and typically implements long-term asset allocation while permitting short-term trading when appropriate. Its implementation toolkit includes options (including covered options), short sales and margin transactions, and the brochure discloses that derivatives and borrowing may be used in separately managed accounts under documented controls and client authorization.
SAM manages roughly $528.7 million for about 254 clients with a four-advisor team, yielding a relatively large asset base per advisor compared with many team-sized peers. The firm’s readiness to use derivatives and leverage in managed accounts and to accept performance-based fee arrangements for qualified clients, together with its practice of not accepting proxy-voting authority, distinguish its operating choices from those of many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning ranging from $2,000 to $50,000
$250,000 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.60% annually
Between $150 and $300 per hour for financial planning services
10% of net profits above a mutually agreed high water mark for qualified clients
Account minimum: $250,000 Fee-only: Financial planning fixed fees between $2,000 and $50,000; hourly fees between $150 and $300 per hour
Main office
170 College Avenue, Suite 260
Holland MI 49423
Advisors at this office
4
Most active in
California · Florida · Illinois · Michigan · Oklahoma · Texas
Also doing business as
Managequity · Mason Capital Management, LLC · Mason Private Asset Management · Mason Private Asset Management, LLC · S.A. Mason, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Samuel M
CFP®, Series 63
Holland, MI
S.A. Mason, LLC
Samuel Mason is a CFP® and holds a Series 63 license, with 16 years of experience in the financial industry. He has been with S.A. Mason LLC since 2009, where he is part of a four-advisor team based in Holland, MI. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis to guide investment decisions, offers a variety of trading strategies including derivatives and leverage under documented controls, and manages approximately $528.7 million for about 254 clients.
Richard V
ChFC®, Series 66
Holland, MI
S.A. Mason, LLC
Richard Veenhoven is a ChFC®-designated financial advisor with 16 years of industry experience. He is a member of the four-advisor team at S.A. Mason, LLC and has held roles at Infinex Investments, Inc. and West Michigan Community Bank, where he serves as Senior Vice President of Wealth Management. Outside of advising, Veenhoven is president and treasurer of the Van Raalte Farm Civil War Muster organization. S.A. Mason, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs both fundamental and technical analysis, allowing for long-term asset allocation and short-term trading using tools such as options, short sales, and margin transactions under documented controls.
Braden P
Series 63, Series 65
Holland, MI
S.A. Mason, LLC
Braden Proctor is a financial advisor at S.A. Mason, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with S.A. Mason since 2013. S.A. Mason provides investment management and financial planning services to individuals, high-net-worth clients, and trusts or estates. The firm combines fundamental and technical analysis to implement long-term asset allocation plans while maintaining flexibility for shorter-term trading, and it manages approximately $636 million in client assets with a focus on active portfolio implementation techniques.
Luke M
Series 63, Series 65
Holland, MI
S.A. Mason, LLC
Luke Mason is a financial advisor at S.A. Mason, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cleveland Research Company and Amazon prior to joining S.A. Mason. S.A. Mason LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis to inform investment decisions and utilizes a range of strategies including options, short sales, and margin transactions under documented controls and client authorization.
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