Mariaca Wealth Management, LLC

Mariaca Wealth Management, LLC is a fee-based investment management firm founded in 2010. They offer asset management services utilizing model asset allocation portfolios tailored to meet specific investment goals. The firm manages client investments on a discretionary basis only, with a focus on building globally diversified portfolios based on academic research. They may also engage Sub-Advisors to manage client assets. The firm provides financial consulting advice in areas such as retirement planning, education funding, and insurance coverage at no additional charge. Mariaca Wealth Management does not have a minimum account size requirement and charges an annual investment advisory fee based on a tiered fee schedule. They do not receive external compensation for the sale of securities to clients and do not use performance-based fees. The firm's investment strategies include fixed income, equity, and balanced portfolios, with a focus on risk management. Clients receive quarterly account statements from the custodian. Mariaca Wealth Management requires discretionary authority for trading and does not vote proxies on client securities. The firm has no disciplinary history and maintains a Code of Ethics to ensure the best interests of clients are prioritized.