Maia Wealth offers investment management, financial planning, and retirement plan advisory services. Investment management includes analysis, asset allocation, and ongoing monitoring. Financial planning covers goals, cash flow, estate, and tax planning. Maia Wealth may recommend independent managers or investment platforms. The firm also partners with estate planning and tax specialists. Maia Wealth works with clients to build, manage, and preserve their wealth.
Assets Under Management$970M
Clients2,148
Advisors41
Avg. per Client$450K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual advisory fee for accounts paying a percentage of assets under management is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
41 Advisors at this firm
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