(C) 2019 Maya Advisors, Inc. | 2225 E. Bayshore Road, Suite# 200, Palo Alto CA 94303

SERVICES & FEES

Financial Planning

You are like no one else. Your life is like no one else’s.

At Maya Advisors, we understand and respect your uniqueness. And we work with you to plan and develop best strategies that are tailored to your unique financial goals.

Financial planning is a process where we understand you, and your unique situation; your goals and dreams; what drives you, and motivates you. We help you look at the big picture while planning for the important details. Goal of financial planning is to ensure your financial well-being while reaching for your goals in a strategic manner.

Ultimate goal of financial planning is to support you succeed and thrive.

Some of the many pieces in this puzzle we consider within the context of your  big picture are:

Life Stage | Goals and Objectives | Income & Expenses | Assets & Liabilities | Business Ownership | Employee Benefits | Investments | Concentrated Portfolio Positions | Retirement Planning | Insurances| Taxes | Estate Plan

Fees for ongoing financial planning is $2,400. First year fee for new clients depends on their situation and can be different. Please call us to discuss and we would be happy to provide you with a quote for initial planning.

Portfolio Management

Your portfolio is not a number. Neither is it a commodity that can be assigned to a category.

Your portfolio is a reflection of your hard work and achievement. It is a conduit for your goals and dreams. The goal might be to send kids to college, or to retire with zero worries; or simply to build wealth.

Whatever your goal, our goal at Maya Advisors is to support you reach your goal.

We treat your money with utmost care and due-diligence.

Your portfolio is designed to reflect your goals and aspirations. In addition, we bring in efficiency through reasonable costs,  and tax sensitive management.

We are a fiduciary, not only because the law says so; but because we believe this is the right thing to do.

Investment management is multi-dimensional; some of the many factors we consider while managing your investments are:

Goals and Objectives | Life Stage | Income Need | Other assets | Asset Allocation | Asset Location (taxable v/s tax-deferred v/s tax-free) | Capital Loss Harvesting | Capital Gain Harvesting | Rebalancing | Fees | Taxes | Performance | Your Risk Capacity

Our fees for portfolio management is 0.5% of assets we manage up to $5,000,000. Additional assets over $5,000,000 are charged a fee of 0.3%.