Mariaca Wealth Management manages investment portfolios and provides personalized financial planning for individuals, families, and retirement plans. The firm builds diversified portfolios using academic research and model allocations, often utilizing low-cost mutual funds and exchange-traded funds. Mariaca Wealth Management manages accounts without asking for permission on individual trades and tailors portfolios to meet client goals and restrictions. In addition to investment management, the firm provides financial consulting at no extra charge, covering retirement and income planning, college funding, investment reviews, insurance coverage analysis, charitable gift planning, and legacy planning review.
Fee Structure
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% |
Fees are negotiable based on historical relationship, type of assets, anticipated future earnings, and other factors. Once an account reaches $25,000,000, the entire portfolio is charged 0.50%.
