Adam Epstein is a CFA-designated registered investment advisor at Maze Investments, LLC, based in Los Angeles, CA, with 15 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MAZE Investments manages separately managed accounts for a fee. The fee can be either a percentage of your portfolio or an incentive fee based on performance, or a combination of both. For passive asset allocation strategies, the fee typically ranges from 1% to 2% per year. For accounts managed on directed platforms, the client determines the fee structure, which MAZE has negotiated. These are typically incentive-based only, ranging from 15% to 40%. Fees are based on the value of the account and are payable quarterly.
Location
12100 Wilshire Boulevard, Suite 620, Los Angeles, CA, 90025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Maze Investments, LLC
State Registrations1 state
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