Maslow Wealth Advisors
Assets Under Management
$2.1B
Number of Clients
348
Number of Advisors
19
Average Client AUM
$5.9M
AUM per Advisor
$108.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Maslow Wealth Advisors (MWA) offers investment supervisory services, including individual portfolio management, selection and monitoring services, investment advisement, and strategic wealth planning. MWA constructs globally diversified portfolios based on clients' Investment Policy Statements, using a core/satellite approach. They also provide access to private deals and investment opportunities. MWA may recommend that you withdraw the assets from your employer's retirement plan and roll the assets over to an individual retirement account (IRA) that will manage on your behalf.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.20% |
Account size may be negotiable under certain circumstances.
Fee Estimator
For investment supervisory services, the annual fee is based on a percentage of assets under management. A minimum of $1,000,000 of assets under management is required for this service, but this may be negotiable. Investment advisement services are billed based on the market value of the portfolio. Selection and monitoring services and consulting services are billed hourly ($125-$350/hour) or at a flat rate ($3,000-$5,000/quarter). Strategic wealth planning fees range from $5,000 to $40,000 if Investment Supervisory Services are not utilized. Fees are billed in advance each quarter and are negotiable. Discounts may be offered to family members and friends of associated persons of our firm.
Areas of Practice
Location
1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746