Mariva Global Asset Management (MGAM) offers portfolio management services tailored to individual client goals and risk tolerance. MGAM creates investment plans and may request authority to make trades without client permission. MGAM also offers financial planning services covering investment, tax, retirement, college, and debt/credit planning. MGAM primarily serves high net worth individuals, corporations, and institutions.
Assets Under Management$130M
Clients153
Advisors4
Avg. per Client$840K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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