Payton Reid Mattis

2 Years of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Maripau Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

17 advisors

Number of Clients

1,146 clients

Average Client Portfolio

$258K average

Assets Under Management

$296.1M

Fee Structure

Financial Planning:Included in AUM fee

Location

315 E Eisenhower Pkwy, Suite 303, Ann Arbor, MI, 48108

Get directions

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.

Other Business ActivitiesSells Insurance

Payton is a licensed insurance agent and plans to sell insurance policies in the future through Senior Benefits and Planning LLC. This activity will take a few hours per week.