Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningCharitable GivingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
280 clients
Average Client Portfolio
$735K average
Assets Under Management
$205.9M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Sergio Arturo Mariaca
Location
1200 Corporate Center Way, Suite 204, Wellington, FL, 33414
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Mariaca Wealth Management, LLC
June 2012 - Present · 13 yrs 8 mos
Previous Registrations
LPL Financial LLC
June 2007 - August 2012 · 5 yrs 2 mos
Raymond James Financial Services
February 2003 - June 2007 · 4 yrs 4 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Contact
Sergio Arturo Mariaca