Mavericus Retirement Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
23
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$0
Client services
Financial planning
Fee options
$1,700 for initial retirement income plan and first year of ongoing financial planning; $850 semiannually thereafter for ongoing services; $600 for annuity advice and acquisition; $1,000 for pre-retirement check-up
Up to $350 per hour
Fee-only: Flat fees and hourly fees only; no AUM or commission fees.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Mavericus Retirement Services LLC
Georgetown SC, United States
Number of offices
1
Forms ADV
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