Maven Capital offers investment advisory services to high-net-worth individuals, charitable organizations, foundations, and other business entities. Maven Capital works with clients to develop investment objectives and guidelines. As a discretionary investment advisor, Maven Capital has the authority to supervise and direct the portfolio without prior consultation with the client.
Assets Under Management$130M
Clients12
Advisors5
Avg. per Client$11M
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Maven Capital's investment management fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The typical range of fees is between 0.60% and 1.0% per year, depending on the size of the account, services provided, and other factors. Some accounts may be subject to a minimum annual fee.
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