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Mariah Mayorga

2 Years of Experience
Oshkosh, WI

Mariah Mayorga is a registered investment advisor at Tower View Wealth Management LLC, based in Oshkosh, WI, with 2 years of industry experience. Mariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 209 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
209 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$317.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees do not exceed 1.50% annually and are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

146 Algoma Blvd, Suite E, Oshkosh, WI, 54901

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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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Employment History
Current Registrations
Tower View Wealth Management LLC
March 2024 - Present · 2 yrs 7 mos
State Registrations7 states
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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.
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