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
315 East Eisenhower Parkway, Suite 303, Ann Arbor, MI, 48101
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
Caleb is the VP and insurance agent at Senior Benefits and Planning, LLC, spending about half his time on business operations, staffing, budgeting, and insurance sales since 2002. He is also the VP of Strategy at Signal Advisors USA Inc., dedicating about 10-20% of his time to product distribution strategy since 2020, focusing on fixed indexed annuities and life insurance.