Mier Wang is a registered investment advisor at Maridea Wealth Management, based in Brooklyn, NY, with 2 years of industry experience. Mier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,555 clients
Average Client Portfolio
$617K average
Assets Under Management
$958.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)

Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.

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Location

25 Kent Avenue, Suite 401, Brooklyn, NY, 11249

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mier is the owner of multiple restaurants in New York City through AYS Noodle Company LLC. This activity is not investment-related.

Employment History
Current Registrations
Maridea Wealth Management
January 2024 - Present · 2 yrs 3 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
Mier Wang - Financial Advisor | TrueAdvisor