Maripau Wealth Management LLC
Assets Under Management
$296.1M
Number of Clients
1,146
Number of Advisors
17
Average Client AUM
$258K
AUM per Advisor
$17.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
MariPau Wealth Management, LLC is an independent investment advisor providing tailored investment advice and financial planning. Services include portfolio management, financial planning, and consulting, delivered through advisory affiliates. They utilize third-party platforms like Pontera and Signal Advisors Wealth.
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
Location
4509 Maplecrest Road, Fort Wayne, IN, 46835