Assets Under Management
$2.1B
Number of Clients
348
Number of Advisors
19
Average Client AUM
$5.9M
AUM per Advisor
$108.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Maslow Wealth Advisors offers investment supervisory services, including individual portfolio management, selection and monitoring services, investment advisement, and strategic wealth planning. They construct globally diversified portfolios and tailor services to individual client needs, focusing on long-term appreciation and risk management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
Account size may be negotiable under certain circumstances. Discounts may be offered to family members and friends of associated persons of our firm.
1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746