Mira Ma is a CFP-designated registered investment advisor at Marim Wealth Planning, based in San Mateo, CA, with 25 years of industry experience. Mira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 44 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | Included |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Schedule reflects the 'Combined Fee Model' for clients with over $750,000 AUM who prefer to pay for both financial planning and investment management through their investment accounts. Clients utilizing the 'Split Fee Model' (with ongoing financial planning) pay: $0 - $5M: 0.50%, $5,000,001 - $10,000,000: 0.25%, $10,000,001 and Above: 0.10%. Fees are negotiable.
Fee Estimator
Contact
Mira Ma
Location
1900 S. Norfolk Street, Suite 350, San Mateo, CA, 94403
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mira owns rental property and spends a few hours per week managing it.
Employment History
Current Registrations
Marim Wealth Planning
Previous Registrations
Aspire Planning Associates, INC.
LPL Financial LLC
Associated Securities CORP.
Strategic Wealth Advisors Group
Fsc Securities Corporation
Protected Investors of America
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
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