Joshua R Mason
Investment Adviser Representative at THE MATHER GROUP, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.15% |
| Next $8,000,000 | 0.75% |
| Balance Over $10,000,000 | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
THE Mather Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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