Maze Financial Planning works with clients to determine their investment goals and risk tolerance, then designs a written investment plan. Maze manages mutual fund and equity portfolios, potentially using model portfolios from a third party. For clients interested in aligning their investments with their values, Maze offers strategies focused on environmental, social, and governance factors. Maze also provides financial planning services covering areas like budgeting, education, tax, retirement, and investments. Implementation of financial planning recommendations is at the client's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $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% |
Account sizes may be negotiable under certain circumstances. All accounts for members of the clients’ family (husband, wife and dependent children) will be assessed fees based on the total balance of all accounts.