MariPau Wealth Management provides investment advice tailored to each client's unique investor profile. They offer portfolio management services, where they manage investments with the client's permission. They also offer financial planning and consulting services on an annual retainer or one-time consulting basis. MariPau's services are coordinated through a network of advisory affiliates.
Fee Structure
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.