Assets Under Management
$89.8M
Number of Clients
136
Number of Advisors
1
Average Client AUM
$660K
AUM per Advisor
$89.8M
Compensation
Fee-Only (AUM)
Mariva Global Asset Management provides portfolio management services based on individual client goals and risk tolerance. They create investment policy plans and may request discretionary authority. Financial planning services include investment, tax, retirement, and college planning, based on hourly fees.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable.
150 SE 2nd Ave, Ph 3, Miami, FL, 33131