Maridea Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Maridea creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They also offer cash management and treasury services for businesses. Financial planning services cover investment, retirement, education, and estate planning. Maridea may recommend independent managers for a portion of a client's portfolio.
Fee Structure
Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.