MH
MH

Michael Hills

2 Years of Experience
Sells Insurance

Michael Hills is a registered investment advisor at Maripau Wealth Management LLC, based in Danvers, MA, with 2 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,064 clients
Average Client Portfolio
$342K average
Assets Under Management
$363.8M

Fee Structure

Planning is included in investment management (also available separately)

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.

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Location

5 Cherry Hill Drive, Suite 230, Danvers, MA, 01923

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History

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.

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Other Business ActivitiesSells Insurance

Michael is an independent life insurance agent with Apex Wealth since October 2022. He dedicates about 10-20% of his time to this business, with most of the work occurring during securities trading hours.

Employment History
Current Registrations
Maripau Wealth Management LLC
October 2023 - Present · 2 yrs 6 mos
State Registrations1 state
MA
Advisor

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.

Exams
No exam information available for this advisor.
Michael Hills - Financial Advisor | TrueAdvisor