Mazars Wealth Advisors offers investment advisory services where they manage your investments based on your goals. They also provide standalone financial planning and consulting services covering various financial matters like estate and insurance planning. Mazars may recommend other professionals like attorneys or accountants, but you're not obligated to use them. The firm is winding down its investment advisory practice and is no longer accepting new clients.
Assets Under Management$190M
ClientsN/A
AdvisorsN/A
Avg. per Client$1.5M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable based on the client's individual facts and circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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