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
4509 Maplecrest Road, Fort Wayne, IN, 46835
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
Jerry works full-time as an Injury Claims Examiner for GEICO Insurance Company since 1998. He also holds an insurance license through Melton & Company since 2022, offering life and annuity products to clients and prospective clients, dedicating about 40% of his time to this activity.