Maslow Wealth Advisors manages investment portfolios and provides personalized financial planning and consulting for individuals, families, trusts, estates, and institutions. Maslow Wealth Advisors builds globally diversified portfolios using a core-and-satellite approach, combining traditional stocks and bonds with alternative investments, real assets, and private funds. The firm tailors investment strategies through a personalized Investment Policy Statement and offers both discretionary and non-discretionary portfolio management. In addition to investment management, Maslow Wealth Advisors provides strategic wealth planning covering retirement, cash flow, insurance, and tax matters, as well as selection and monitoring services for clients who prefer to implement their own investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee will not exceed 1.00% and is subject to a $10,000 minimum annual fee. Fees are individually negotiated based on portfolio size and complexity.