Walter Maziarz
Walter Maziarz is a registered investment advisor at Trinity Wealth Solutions LLC, based in Sterling Heights, MI, with 27 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Retirement Planning, Tax Planning. Their firm serves 104 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
38800 Van Dyke Ave., 800, Sterling Heights, MI, 48312
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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 Activities
Walter owns Trinity Wealth Solutions, a financial services DBA, and Maziarz Tax Service LLC, a tax planning and preparation service. He also serves on the board of directors for multiple non-profit organizations and dedicates about 10-20% of his time to tax planning and preparation.
Employment History
Current Registrations
Trinity Wealth Solutions LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations2 states
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