Maridea Wealth Management manages investment portfolios and provides personalized financial planning, cash management, treasury services, and retirement plan advisory services. Maridea works with individuals, high net worth individuals, trusts, estates, and businesses to build diversified portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds, with a long-term focus. Maridea acts in a legal capacity to put your best interests first and offers customized portfolio strategies based on your specific risk tolerance, financial situation, and goals. Maridea also utilizes independent managers when appropriate and offers specialized corporate finance and tax-related services through affiliated entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.