Fee Structure
Maas Capital is a fee-only advisory practice, and our services are provided for an annual fee, under an “open retainer” agreement. Under this arrangement, clients may make use of our financial planning and investment management services on an unlimited, as-needed basis.
Our retainer fees are based on a percentage of the market value of the client’s assets under our management, according to the following annualized schedule:
0.90% of the first $500,000 0.75% of the next $500,000 0.60% of the next $1,000,000 0.45% of the next $2,000,000 0.30% of assets over $4,000,000
There is a minimum annual Retainer Fee of $5,000.
New clients also pay a one-time non-refundable fee of $500 at the start of the advisory relationship.
Because of the minimum annual retainer fee, clients with limited assets under management may find that lower fees for comparable services may be obtained from other sources.
Please feel free to contact us for more information, and review our Form ADV Part II on our website, under Important Forms.