Mariva Global Asset Management, LLC
Assets Under Management
$89.8M
Number of Clients
136
Number of Advisors
1
Average Client AUM
$660K
AUM per Advisor
$89.8M
Compensation
Fee-Only (AUM)
About This Firm
Mariva Global Asset Management offers portfolio management services based on individual client goals and risk tolerance. They also provide financial planning services, including investment, tax, retirement, college, and debt/credit planning. They use fundamental, technical, and macroeconomic analysis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of your assets under management. The firm charges 2.0% on the first $499,999, 1.5% on assets between $500,000 and $1,500,000, and 1.0% on assets above $1,500,000. These fees are negotiable. Financial planning is offered at an hourly rate of $250, which is also negotiable. The minimum account size is $100,000, but smaller initial investments may be accepted at the firm's discretion.
Areas of Practice
Location
150 SE 2nd Ave, Ph 3, Miami, FL, 33131