Maplewood Wealth is a fee-only registered investment advisor offering financial planning and investment management services. For ongoing financial planning, they work with clients to develop and monitor a financial plan. For investment management, they assist clients in selecting an appropriate allocation model and interact with an outside manager. They also offer project-based financial planning services to address specific financial questions or issues.
Assets Under Management$1.4M
Clients3
Advisors1
Avg. per Client$480K
Avg. per Advisor$1.4M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This rate applies when clients engage Maplewood Wealth for investment management through an outside manager. The fee is paid monthly or quarterly in advance based on the average daily balance of the client’s account(s).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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