George Ambrose is a registered investment advisor at Maripau Wealth Management LLC, based in Danvers, MA, with 2 years of industry experience. George 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
5 Cherry Hill Drive, Suite 230, Danvers, MA, 01923
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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
George owns Apex Wealth LLC and spends about half his time there, selling life insurance and annuities since 2018. He also does consulting work for GLP Financial to improve their marketing and recruiting efforts, dedicating a few hours per week since 2023.
Employment History
Current Registrations
Maripau Wealth Management LLC
State Registrations1 state
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