WE WANT TO SELL YOU ON BIG THINKING.

NOT HIDDEN FEES AND PERCENTAGES.

A FLAT FEE STRUCTURE LETS US FIND SUCCESS WITH ANY LEVEL OF ASSETS.

The average financial planner charges you a percentage of the total holdings in your portfolio, this is called an asset under management (A.U.M.) pricing model. Some planners charge a commission on every purchase or transaction.

At Maestro Associates we believe in simplicity and transparency.  Our flat fee model ensures that you have flexibility to make adjustments to your financial plan as often as necessary without being surprised by transaction fees. Whether you are managing a large portfolio or just getting started, everything is up-front and on-the-table so you know exactly what you are paying for.

Our clients benefit from a broad range of services, including:

  • Financial planning

  • Retirement planning

  • Estate planning

  • Tax planning

  • Investment strategy

  • Business support

  • Insurance

 CONTACT US

Let's sit down and get started. 

303.316.7000   |   info@maestro-associates.com

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600 S Cherry St, Suite 801, Denver CO 80246

 info@maestro-associates.com 

 303.316.7900

LEGAL DISCLAIMER

Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp.

All securities through Money Concepts Capital Corp. Member FINRA/SIPC. Investments are not FDIC/NCUA insured. No bank or credit union guarantee. May lose value. Money Concepts Advisory Services is a Registered Investment Advisor with the SEC.

PRIVACY

We take privacy very seriously. Everything you share with us is confidential to you and the firm. At Maestro Associates we follow industry standards around privacy, if you ever fear a privacy issue please let us know so we can get it resolved. For more information on what steps we take to ensure your privacy please read it here.

© 2020 Maestro Associates LLC