Maria Kleinhans is a registered investment advisor at Angeles Wealth Management, LLC, based in Jupiter, FL, with 13 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 178 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Angeles Wealth Management charges a fee based on the value of your portfolio, ranging from 0.50% to 1% annually. The firm generally accepts clients with a minimum account size of $5 million, which would generally create a minimum fee of $50,000. Fees are typically paid quarterly in advance.
Location
Jupiter, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Angeles Wealth Management, LLC
Previous Registrations
Ellevest
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
State Registrations1 state
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.