Mariposa Capital Management provides ongoing investment management and investment planning services. They specialize in evidence-based investing, emphasizing diversification, passive investments, and cost and tax efficiency. They work with individuals, corporations, and business entities.
Assets Under Management$18M
Clients15
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.63% |
| $4.0M - $16.0M | 0.40% |
| $16M+ | 0.25% |
Fees (including minimums) are negotiable based upon whether you are a new or existing client, the complexity of your situation and the potential for future account deposits and/or advisor services. You can aggregate accounts of household members across both asset management and investment planning services in order to reach a higher total account value and therefore a lower fee level.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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