Mariposa Wealth Solutions provides investment management and financial planning services to individuals. Investment management is offered on a discretionary basis, tailoring strategies to individual client goals and risk tolerance. Financial planning covers a range of topics, including budgeting, cash flow analysis, retirement planning, and tax planning. Seminars and workshops are also offered to educate the public.
Assets Under Management$26M
Clients49
Advisors1
Avg. per Client$540K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | Included |
For accounts with more than $1,000,000 in assets under management, the annual fee is a flat $10,000 per year. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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