Maya Advisors Inc

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Maya Advisors Inc
CRD #144325
SEC #801-129758
CIK #
AUM 138.2 M (2026-05-12)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone650-704-3074
Address1881 Page Mill Road
Palo Alto, CA 94304
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
14011284562802010201520212027
Fees and Compensation — Form ADV Part 2A (2/2/2026) [Brochure]
Item 5 – Fees and Compensation

The following paragraphs detail the fee structure and compensation methodology for services provided by the
Advisor. Each Client engaging the Advisor for services described herein shall be required to enter into one or
more written agreements with the Advisor.

                                                    Maya Advisors, Inc.
                                      228 Hamilton Avenue, Floor 3, Palo Alto, CA 94301
                                                    Phone: 650.704.3074
                                                  www.mayaadvisors.com

A. Fees for Advisory Services
Investment/Portfolio Management Services
Investment advisory fees are paid quarterly, at the end of each calendar quarter, pursuant to the terms of the
investment advisory agreement. Investment advisory fees are based on the market value of assets under
management at the end of each quarter.

Investment advisory fees are as follows:

         0.70% of assets managed for assets up to $5,000,000
         0.50% of assets managed for additional assets over $5,000,000 and up to $10,000,000
         0.20% of assets managed for additional assets over $10,000,000

         Advisor imposes a minimum quarterly fee of $3,500 or the fees outlined above, whichever is
         greater.

The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the
end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into
consideration the aggregate assets under management with the Advisor. All securities held in accounts managed
by Maya Advisors will be independently valued by the Custodian. The Advisor will conduct periodic reviews of the
Custodian’s valuations to ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to any applicable securities transaction and custody fees, and
other related costs and expenses described in Item 5.C below, which may be incurred by the Client. However, the
Advisor shall not receive any portion of these commissions, fees, and costs.

Client Managed Portfolio Service
Client Managed Portfolio Service fees are paid quarterly, at the end of each calendar quarter, pursuant to the terms
of the advisory agreement. Client Managed Portfolio fees are based on the market value of assets under
management at the end of each quarter.

Client Managed Portfolio Service fees are as follows:

         0.50% of assets managed for assets up to $5,000,000
         0.30% of assets managed for additional assets over $5,000,000 and up to $10,000,000
         0.10% of assets managed for additional assets over $10,000,000

         Advisor imposes a minimum quarterly fee of $2,500 or the fees outlined above, whichever is
         greater.

The Client Managed Portfolio Service fee in the first quarter of service is prorated from the inception date of the
account[s] to the end of the first quarter. Fees may be negotiable at the sole discretion of the Advisor. All securities
held in accounts managed by Maya Advisors will be independently valued by the Custodian. The Advisor will
conduct periodic reviews of the Custodian’s valuations to ensure accurate billing.

The Advisor’s fee is exclusive of, and in addition to, brokerage fees, transaction fees, and other related costs and
expenses, which may be incurred by the Client. However, the Advisor shall not receive any portion of these
commissions, fees, and costs.

Ongoing Financial Planning Services
Fees for ongoing financial planning services range from $6,000 to $12,000 annually. This fee may increase by up to
5.00% annually, pursuant to a written agreement. Fees may vary from the above fees depending on the nature and
complexity of each Client’s circumstances, or with the inclusion of financial planning or other services. An estimate
for the total costs will be determined prior to establishing the advisory relationship.

                                                    Maya Advisors, Inc.
                                      228 Hamilton Avenue, Floor 3, Palo Alto, CA 94301
                                                    Phone: 650.704.3074
                                                  www.mayaadvisors.com

One-time Financial Planning Project
Maya Advisors offers financial planning services on an hourly basis at a rate of $400 per hour or for a fixed
engagement fee that typically ranges from $3,500 to $8,000. Fees may be negotiable based on the nature and
complexity of the services to be provided and the overall relationship with the Advisor. An estimate for total hours
and total costs will be provided to the Client prior to engaging for these services.

Please Note: Certain Clients of the Advisor may be assessed a different fee for Investment/Portfolio Management,
Client Managed Portfolio, and Financial Planning Services due to a legacy engagement with the Advisor.

B. Fee Billing
Investment/Portfolio Management and Client Managed Portfolio Services
Advisory fees are calculated by the Advisor or its delegate and deducted from the Client’s account[s] at the
Custodian. The Advisor or its delegate shall send an invoice to the Custodian indicating the amount of the fees to
be deducted from the Client’s account[s] at the end of each respective quarter. Fees are calculated based either
on the statement provided by the custodian or on the quarter-end security valuations as provided by the Advisor’s
portfolio management system, based off the data provided by the Client’s designated Custodian. Clients will be
provided with a statement, at least quarterly, from the Custodian reflecting deduction of the investment advisory fee.
It is the responsibility of the Client to verify the accuracy of these fees as listed on the Custodian’s brokerage
statement as the Custodian does not assume this responsibility. Clients provide written authorization permitting
...
Account Minimums and Types of Clients — Form ADV Part 2A (2/2/2026) [Brochure]
Item 7 – Types of Clients

Maya Advisors offers investment advisory services to individuals, high net worth individuals, and charitable
organizations. The amount of each type of Client is available on the Advisor's Form ADV Part 1A. These
amounts may change over time and are updated at least annually by the Advisor. Maya Advisors generally
imposes a minimum relationship size of $1,500,000 for investment/ portfolio management services and
$2,000,000 for client managed portfolio services, which can be waived at the sole discretion of the Advisor. The
Advisor requires a minimum quarterly fee of $2,250 for investment/portfolio management services and a
minimum quarterly fee of $2,000 for client managed portfolio services.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 1.3
(b) Individuals (high net worth individuals) 39 137.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 157 138.2
By Discretionary
Discretionary 83 66.7
Non-Discretionary 74 71.5
Total 157 138.2
By Non-United States Persons
Non-United States Persons 2.1
United States Persons 136.1
Total 157 138.2
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesRetail
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