Maverick Private Wealth offers portfolio management tailored to individual client goals, using both internal systems and external managers. They also provide financial planning covering investments, insurance, retirement, college, and estate planning. MPW may recommend private investments to qualified clients. They act as a fiduciary for retirement accounts and can advise on employer-sponsored plans. MPW may provide consolidated reporting on client assets not managed by the firm.
Assets Under Management$6.6M
Clients8
Advisors2
Avg. per Client$820K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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