Mariaca Wealth Management manages investment portfolios for clients using model asset allocation portfolios tailored to their individual financial situations and investment goals. MWM provides continuous advice regarding investments, holdings, and overall allocation strategy. MWM manages investments on a discretionary basis and may hire sub-advisors. MWM also provides financial consulting advice in areas such as retirement planning, education funding, and insurance coverage review at no additional charge.
Assets Under Management$210M
Clients285
Advisors2
Avg. per Client$720K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees that range from 0-.23% depending on the account value, investment style and types of securities used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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