Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
1,146 clients
Average Client Portfolio
$258K average
Assets Under Management
$296.1M

Fee Structure

Financial Plan Fee:$1,500 - $3,500

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
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
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Advisor Information

Office location

315 E Eisenhower Pkwy, Suite 303, Ann Arbor, MI, 48108

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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 ActivitiesSells Insurance

Payton is a licensed insurance agent and plans to sell insurance policies in the future through Senior Benefits and Planning LLC. This activity will take a few hours per week.

Employment History
Current Registrations
Maripau Wealth Management LLC
October 2023 - Present · 2 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.