Maya Advisors provides investment and financial planning services to individuals, high net worth individuals, and charitable organizations. Maya Advisors offers investment management using mutual funds and ETFs, and financial planning services covering investment, retirement, tax, and education planning. Maya Advisors also offers a Client Managed Portfolio service for self-directed investors.
Assets Under Management$140M
Clients39
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$14,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.20% |
Fees may be negotiable. The firm also offers a Client Managed Portfolio service with a different fee schedule: 0.50% up to $5M, 0.30% from $5M to $10M, and 0.10% over $10M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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