Maia Wealth provides holistic wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business owners. Maia Wealth helps clients build, manage, and preserve wealth through discretionary and non-discretionary investment management, utilizing mutual funds, exchange-traded funds, individual bonds, and equities, as well as third-party investment platforms and independent managers. In addition to portfolio management, Maia Wealth offers comprehensive financial planning covering estate planning, income tax strategies, charitable giving, cash flow analysis, and wealth transfer objectives. The firm partners with unaffiliated specialists to coordinate estate planning and tax services. Maia Wealth also provides retirement plan consulting services to plan sponsors and individual participants.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity. Total blended fee with independent managers will not exceed 2.00% annually.