Maple Street Capital Advisors provides financial planning and investment management services to individuals and families. Maple Street works with clients to create a financial plan and investment strategy tailored to their goals and risk tolerance. Maple Street generally invests in index funds, mutual funds, individual equity and fixed income securities, real estate funds, ETFs, commodities and non-U.S. equity securities.
Assets Under Management$14M
Clients20
Advisors1
Avg. per Client$680K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Portfolio Management and Financial Planning fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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