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
Michael is an independent life insurance agent with Apex Wealth since October 2022. He dedicates about 10-20% of his time to this business, with most of the work occurring during securities trading hours.