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 3 more. Their firm serves 285 clients with $210M 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% |
The annual fee may be negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees that range from 0-.23% depending on the account value, investment style and types of securities used.
Fee Estimator
Location
1200 Corporate Center Way, Suite 204, Wellington, FL, 33414
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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
Mariaca Wealth Management, LLC
Previous Registrations
LPL Financial LLC
Edward Jones
State Registrations1 state
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