deMauriac LLC provides portfolio management services tailored to individual client goals and risk tolerance. They also offer pension consulting services to employee benefit plans. deMauriac has an arrangement with Snug, a third-party technology platform that provides a comprehensive estate planning solution. Additionally, deMauriac offers standalone financial planning sessions and financial literacy workshops.
Assets Under Management$40M
Clients215
Advisors1
Avg. per Client$190K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
These fees are for Equity/Balanced Portfolios. Fixed Income Only Portfolios: - $0 - $500,000: 0.65% - $500,001 - $2,000,000: 0.50% - $2,000,001 and above: 0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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