Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MariPau charges an annual asset-based advisory fee for portfolio management, typically ranging from 1.00% to 2.00% per year, based on factors like account complexity and asset level. Financial planning and consulting services are offered on a stand-alone basis for a fixed fee ranging from $1,500 to $3,500. Portfolio management clients may receive some financial planning services on a complimentary basis. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
5 Cherry Hill Drive, Suite 230, Danvers, MA, 01923
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
George owns Apex Wealth LLC and spends about half his time there, selling life insurance and annuities since 2018. He also does consulting work for GLP Financial to improve their marketing and recruiting efforts, dedicating a few hours per week since 2023.