Maridea Wealth Management
Assets Under Management
$469.2M
Number of Clients
587
Number of Advisors
23
Average Client AUM
$799K
AUM per Advisor
$20.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Maridea Wealth Management offers customized investment advisory solutions through personal client contact and discretionary investment management. They construct portfolios using low-cost, diversified mutual funds and ETFs, and may utilize individual stocks, bonds, or alternative investments. Financial planning services are also available.
Fee Structure
Investment management fees range up to 2.50% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Financial planning fees are either fixed (up to $10,000) or hourly (up to $250 per hour), and are negotiable. Retirement plan advisory fees range up to 1.00% and may be negotiable. The firm generally requires a minimum relationship size of $100,000, but this may be reduced or waived at the Adviser’s discretion.
Areas of Practice
Location
25 Kent Avenue, Suite 401, Brooklyn, NY, 11249