MP

Maya Jean Philipson

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
47 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$283.8M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10.0M - $20.0M0.40%
$20M+0.20%

Fees on assets above $25,000,000 may be customized and may change on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $50,000
Hourly Rate:$250 - $550/hr

Adasina charges a tiered annual fee for investment management services, prorated and payable monthly in advance. Fees on assets above $25,000,000 may be customized. Financial consulting services may be charged fixed fees ranging between $1,000 and $50,000, or an hourly rate ranging between $250 to $550 per hour. Fees may be negotiable under certain limited conditions.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

Berkeley, CA

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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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Other Business Activities

Maya is a board member of Philipson Business Properties L.P. since 2005, dedicating minimal time and having no individual authority. She also works as a management consultant for Abacus Wealth Partners since 2021, spending a few hours per week and not providing advisory services or interacting with clients.

Employment History
Current Registrations
Adasina Social Capital
January 2010 - Present · 16 yrs
Previous Registrations
Cambridge Investment Research Advisors, INC.
April 2006 - December 2009 · 3 yrs 8 mos
Ameriprise Financial Services, INC.
June 2005 - September 2005 · 3 mos
State Registrations2 states
CACO
Advisor
Exams
No exam information available for this advisor.