Jimmy Sloan is a registered investment advisor at Maripau Wealth Management LLC, based in Shenandoah, TX, with 18 years of industry experience. Jimmy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,064 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MariPau Wealth Management charges an annual fee based on the value of your portfolio. This fee typically ranges from 1.00% to 2.00% per year. The specific rate depends on factors like the complexity of your account, the investment strategy, your asset level, and any financial planning services you receive. Fees are paid quarterly in advance. If Independent Managers are engaged to manage a portion of your assets, the cumulative asset-based fee will not exceed 2.00% per year. MariPau may manage investments held within annuities issued by MassMutual Ascend and be compensated by means of an asset-based advisory fee of up to 1.50% per annum of the value of the annuity account.
Location
128 Vision Park Blvd., Ste. 220, Shenandoah, TX, 77384
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jimmy is the owner of Jim Sloan & Associates, LLC, where he is involved in insurance sales and services. This activity takes up approximately a full-time commitment.
Employment History
Current Registrations
Maripau Wealth Management LLC
Previous Registrations
Foundations Investment Advisors LLC
Ae Wealth Management, LLC
Global Financial Private Capital, LLC
Kalos Management
Berthel Fisher & Company Financial Services, INC.
USA Financial Securities Corporation
Geneos Wealth Management, INC.
Senior Money Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.