Maierhofer Wealth offers wealth management and financial planning services tailored to individual client needs. This includes creating investment plans based on financial condition, goals, and risk tolerance. Financial planning services cover areas like retirement, education funding, insurance, and estate planning. The firm also provides business exit planning solutions.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.65% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.35% |
Minimum annual wealth management fee of $7,500. Fees will not exceed 3% of assets under management. The advisor, in his discretion, may alter the minimum annual fee and annual fee rate based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.