Maia Babbs is a CFA-designated registered investment advisor at Lariat Wealth Management, based in Denver, CO, with 10 years of industry experience. Maia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 27 clients with $38M 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 $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
7887 E. Belleview Avenue, Suite 1100, Denver, CO, 80111
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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 →Employment History
Current Registrations
Lariat Wealth Management
Previous Registrations
Obermeyer Wood Investment Counsel, Lllp
State Registrations2 states
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