Mazars Wealth Advisors

Mazars Wealth Advisors LLC, also known as Mazars Wealth Advisors, is a registered investment adviser based in New York, established in 2004. The firm offers discretionary investment advisory services based on a percentage of assets under management. Additionally, they provide financial planning and consulting services on a separate fee basis, ranging from $1,000 to $100,000. Clients have the option to engage in the SEI Asset Allocation Program, which offers wealth management services through outsourced investment strategies. Mazars participates in the SEI Managed Account Solutions Program, a wrap fee program that includes advisory, brokerage, and custody services. The firm primarily allocates client assets among mutual funds, exchange-traded funds, and independent managers on a discretionary basis. Mazars does not accept performance-based fees and acts in a fiduciary capacity. The firm does not vote client proxies and does not solicit fees more than $1,200 per client six months in advance. Mazars has not been subject to disciplinary actions or bankruptcy petitions. Clients are encouraged to review financial planning issues annually with the firm. For any questions or concerns, clients can contact the Chief Compliance Officer, Carijn Michel.