Mariaca Wealth Management, LLC
Assets Under Management
$205.9M
Number of Clients
280
Number of Advisors
2
Average Client AUM
$735K
AUM per Advisor
$102.9M
Compensation
Fee-Only (AUM)
About This Firm
Mariaca Wealth Management manages investment portfolios using model asset allocation portfolios tailored to client goals. They offer financial consulting advice in retirement planning, education funding, insurance review, charitable gift planning, and legacy planning. They manage investments on a discretionary basis and may use sub-advisors.
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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Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningInsurance PlanningCharitable GivingEstate PlanningHigh Net Worth
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Location
1200 Corporate Center Way, Suite 204, Wellington, FL, 33414
