MJ

Maryan Kaplan Jaross

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
147 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$248.1M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$8,000 - $48,000

GMW charges a fixed annual fee for wealth management services, ranging from $8,000 to $48,000, paid quarterly. Fees are determined by the client's needs, objectives, relationship size, complexity, scope of work, reporting requirements, and portfolio restrictions. Ongoing financial planning services are also offered at a fixed annual fee ranging from $8,000 to $48,000, payable monthly or quarterly. Retirement plan advisory services are charged an annual asset-based fee ranging from 0.10% to 0.70% or a fixed fee ranging from $4,000 to $40,000.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

Louisville, CO

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gold Medal Waters, INC.
September 2008 - Present · 17 yrs 4 mos
Previous Registrations
Front Range Financial Planning
April 2006 - December 2006 · 8 mos
A. G. Edwards & Sons, INC.
April 2003 - August 2004 · 1 yr 4 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.