Dana Perez is a CFP-designated registered investment advisor at Mariaca Wealth Management, LLC, based in Wellington, FL, with 13 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 288 clients with $250M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earnings, and other factors. Once an account reaches $25,000,000, the entire portfolio is charged 0.50%.
Fee Estimator
Location
1200 Corporate Center Way, Suite 204, Wellington, FL, 33414
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 →Employment History
Current Registrations
Mariaca Wealth Management, LLC
Previous Registrations
LPL Financial LLC
Edward Jones
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.
Exams
More Advisors
- Sergio Mariaca, CFPMariaca Wealth Management, LLC
- Bernardo Arcos, CFPEdward Jones
- Douglas Marcello, CFP, ChFCEdward Jones
- Gregory Hagood, CFASolic Capital Management, LLC
- Scott Morrison, CFPMoment Private Wealth
- Bradford Smith, CFAFmsa