Advisor at Maridea Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Marfa, TX
Credentials
CFP®, CFA®, Series 63
Industry experience
6 years
Kenneth Bauso is a CFP® and CFA® with six years of industry experience. He is currently with Maridea Wealth Management and also serves as an Investment Advisor Representative for Huckleberry Capital Management. His prior experience includes a seven-year tenure at Elementum Management LLC. Maridea Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and business-oriented services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary and emphasizes long-term portfolio construction using fundamental analysis and modern portfolio theory, often implementing diversified mutual funds and ETFs alongside individual securities and alternative investments when appropriate.
Based on Maridea Wealth Management
Based on Maridea Wealth Management
Financial planning fees up to $10,000 fixed fee; cash management and treasury services charged fixed fees based on complexity
$0+: up to 2.50% annually (negotiable, based on factors such as scope, complexity, assets managed, overall relationship) $0+: up to 1.00% annually for retirement plan advisory services (negotiable based on plan size and complexity)
Certain Advisory Persons may earn commissions in their separate capacity as registered representatives; Maridea itself does not receive commissions
Up to $250 per hour for financial planning services
Account minimum: $100,000 (may be reduced or waived at Adviser’s sole discretion) Fee-only: Investment advisory fees based on assets under management, financial planning fees (up to $10,000 fixed or up to $250/hour hourly), cash management services fixed fees (varies)
Marfa, TX
Texas
Meridea Wealth Management LLC
2024 - Present (2 years)
Huckleberry Capital Management, LLC
2019 - Present (7 years)
N/A
2017 - 2019 (2 years)
Elementum Management LLC
2010 - 2017 (7 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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