Walter Maziarz
Walter Maziarz is a registered investment advisor at Trinity Wealth Solutions LLC, based in Bloomfield Hills, MI, with 28 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 109 clients with $53M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable on a case-by-case basis. Rates for amounts over $10,000,000 are negotiable.
Fee Estimator
Location
36330 Woodward Ave., Suite 100, Bloomfield Hills, MI, 48304
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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 →Other Business Activities
Walter owns Trinity Wealth Solutions, a financial services DBA, and Maziarz Tax Service LLC, a tax planning and preparation service. He also serves on the board of directors for multiple non-profit organizations and dedicates about 10-20% of his time to tax planning and preparation.
Employment History
Current Registrations
Trinity Wealth Solutions LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations2 states
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
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