Mariaca Wealth Management, LLC
Assets Under Management
$205.9M
Number of Clients
280
Number of Advisors
2
Average Client AUM
$735K
AUM per Advisor
$102.9M
Compensation
Fee-Only (AUM)
About This Firm
Mariaca Wealth Management, LLC (MWM) manages investment portfolios for clients using model asset allocation portfolios. They provide continuous advice regarding investments, holdings, and overall allocation strategy. MWM also offers financial consulting advice at no additional charge in areas like retirement planning, education funding, and insurance coverage review. They manage investments on a discretionary basis and may hire sub-advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria. Once the account reaches $25,000,000 in value, the entire portfolio will be charged the same fee.
Fee Estimator
MWM charges an annual investment advisory fee based on total assets under management. The fee is calculated by applying different rates to different portions of the portfolio. The annual fee may be negotiable based upon certain criteria. Fees are billed quarterly in advance. When using Sub-Advisors, the Client will pay additional fees that range from 0-.23% depending on the account value, investment style and types of securities used. MWM does not have an account minimum.
Areas of Practice
Location
1200 Corporate Center Way, Suite 204, Wellington, FL, 33414
