Our Services
At Mezariq, we pride ourselves on offering a comprehensive range of investment services tailored to meet the unique needs of our clients. Our expert team creates customized strategies that empower individuals and institutions to achieve their financial goals. Explore our services below to find the perfect investment solutions for you.
Investment Advisory
Our Investment Advisory service is designed to help you navigate the complexities of the financial markets. Our experienced advisors provide personalized consultation and strategic advice to help you make informed investment decisions.
- Initial Portfolio Assessment: $300
- Ongoing Investment Strategy Consultation: $200/month
- Goal Setting & Asset Allocation Plan: $500
Portfolio Management
Our Portfolio Management service takes the burden of day-to-day investment decisions off your shoulders. We actively manage and monitor your investment portfolio to ensure it aligns with your financial goals.
- Basic Portfolio Management (up to $100,000): $1,000/year
- Standard Portfolio Management ($100,000 – $500,000): $2,500/year
- Premium Portfolio Management (over $500,000): 0.5% of AUM/year
Retirement Planning
Planning for retirement can be daunting. At Mezariq, our Retirement Planning services help secure your financial future, ensuring you have the income needed to enjoy retirement without financial stress.
- Retirement Needs Analysis: $400
- Comprehensive Retirement Plan Development: $1,200
- Annual Retirement Strategy Review: $300/year
Tax Optimization Services
Our Tax Optimization Services help minimize your tax burden and maximize your after-tax returns. We work with you to implement investment strategies that mitigate taxes effectively.
- Tax Strategy Consultation: $250
- Annual Tax Review and Recommendations: $500
- Ongoing Tax Management: $200/month
Estate Planning
Preparing for the future includes ensuring your legacy is protected and effectively managed. Our Estate Planning services provide you with guidance on wills, trusts, and estate taxes.
- Initial Estate Planning Consultation: $300
- Comprehensive Estate Plan Preparation: $1,500
- Annual Estate Review: $400/year
Corporate Investment Solutions
Mezariq offers tailored corporate investment solutions designed to enhance the financial performance of your business. We help organizations identify and seize investment opportunities to drive growth.
- Corporate Investment Assessment: $500
- Customized Corporate Investment Strategy: $2,000
- Ongoing Corporate Investment Management: 1% of AUM/year
Real Estate Investment Services
Investing in real estate can be a lucrative opportunity, and our dedicated team guides you through the complexities of real estate investments, from acquisition to management.
- Real Estate Investment Consultation: $300
- Property Analysis and Valuation: $500
- Property Management Services: $1,500/year per property
Educational Workshops and Resources
At Mezariq, we believe in empowering our clients through knowledge. We offer educational workshops aimed at enhancing your investment literacy and providing you with valuable insights into the financial markets.
- Investment Basics Workshop: $100 per participant
- Advanced Investment Strategies Workshop: $250 per participant
- Monthly Webinar Series: $50 per session
Client Resources and Support
Our clients have access to a variety of tools and resources designed to enhance their investment experience. We provide regular market updates, investment reports, and a dedicated support team to answer any queries.
- Monthly Market Newsletter: Complimentary
- Investment Performance Reports: Complimentary
- Client Support Services: 24/7 access for ongoing support
Why Choose Mezariq?
Choosing Mezariq means opting for a partner dedicated to your financial success. Our team of seasoned professionals combines a deep understanding of market trends with personalized strategies, ensuring that your investment journey is both successful and rewarding. Here are just a few reasons to work with us:
- Highly Experienced Advisors: Our advisors come with years of industry experience.
- Customized Approach: We tailor our services to meet your individual needs.
- Transparent Pricing: No hidden fees – you know exactly what you’re paying for.
- Commitment to Your Success: Your financial goals are our priority.
Getting Started
Are you ready to take the next step in your investment journey? Contact Mezariq today to schedule a consultation. Our team is excited to partner with you in achieving your financial aspirations.
