MariPau Wealth Management is an independent registered investment advisor founded in 2020, with principal offices in Fort Wayne, Indiana. MariPau provides customized investment management and financial planning services to individuals, high-net-worth individuals, corporations, and other business entities. When managing portfolios, MariPau typically operates on a discretionary basis, meaning they make trades and adjustments on your behalf without needing approval for every single transaction, though non-discretionary arrangements are available upon request. Client assets are held at independent qualified custodians, primarily Fidelity Brokerage Services. In addition to ongoing portfolio management, MariPau offers standalone financial planning and consulting services on either an annual retainer basis or as a one-time project. MariPau's approach emphasizes broad diversification and fundamental analysis, and the firm acts in a legally required fiduciary capacity to put client interests first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual asset-based fees typically range between 1.00% and 2.00% per year. Fees are negotiable and depend on account complexity, investment strategy, asset level, and financial planning scope.