Maslow Wealth Advisors (MWA) offers investment management and financial planning services. MWA creates personalized investment plans based on your goals, risk tolerance, and time horizon. MWA manages portfolios that may include stocks, bonds, mutual funds, and alternative investments. MWA also offers wealth planning services, including retirement planning, cash flow management, insurance, and tax matters. MWA may recommend rolling over your retirement plan to an IRA that they manage, which creates a conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
A minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.