Mary Allmon is a CFP-designated registered investment advisor at Marietta Investment Partners, LLC, based in Milwaukee, WI, with 13 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 139 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
This is the Standard Fee Schedule for customized portfolios. The Program Fee Schedule for Marietta Equity Programs is: 0.80% on the first $5 million, 0.75% on $5 million to $10 million, 0.70% on $10 million to $25 million, 0.65% on $25 million to $50 million, and 0.60% on amounts over $50 million. Fees are generally not negotiable.
Fee Estimator
Location
833 East Michigan Street, Suite 980, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Marietta Investment Partners, LLC
State Registrations2 states
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