Melinda Satterlee is a CFP-designated registered investment advisor at Marathon Wealth Management, LLC, based in Medina, WA, with 5 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marathon Wealth Management charges an annual fee based on the value of your investments. The standard advisory fee is 1% of the value of your portfolio. The fee is negotiable and there is a minimum fee and a cap at certain thresholds. Your investment tier will be based on the account value determined at the start of the investment management relationship and remain the same until re-calculated annually on Dec. 31st.
Contact
Melinda Satterlee
Location
Medina, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Marathon Wealth Management, LLC
State Registrations1 state
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