Mavs Wealth Management Group offers financial planning and investment management services. Financial planning includes business succession, cash flow/budget, college/education, divorce, estate, final expenses, insurance needs, investment, major purchase, retirement, tax, and wealth accumulation planning. Investment strategies are tailored to individual client needs and risk tolerance. Mavs Wealth Management Group also uses AI to enhance services.
Fee Structure
Mavs Wealth Management Group's investment management fees are paid quarterly in advance and generally will not exceed 2% of the value of your portfolio annually. A portion of the fee, not to exceed 0.75% annually, is paid to a third-party asset management platform. The total fee will not exceed 2% unless specifically agreed upon in writing. Fees are negotiable based on the scope and complexity of services, the level of assets managed, and the time and expertise required.