Christopher Charles Marrone
CM
CFP
Christopher Charles Marrone
CM
CFP

Christopher Charles Marrone

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
18 clients
Average Client Portfolio
$124K average
Assets Under Management
$2.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $250K1.25%
$250K - $500K1.10%
$500K - $1000K1.00%
$1.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees are negotiable for accounts $10,000,000 and above. The fee schedule will return to the AUM fee table under Investment Management upon conclusion or cancellation of the financial planning service.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Christopher Charles Marrone
CM
Christopher Charles Marrone

Location

7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Christopher is the owner of Marrone Wealth Management and an investment advisor at Forefront Wealth Partners LLC. He dedicates about a quarter of his time to each role.

Employment History
Current Registrations
Marrone Wealth Management
January 2025 - Present · 1 yr 1 mo
Forefront
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Origin Investment Advisory LLC
December 2021 - January 2025 · 3 yrs 1 mo
Marrone Wealth Management
November 2021 - December 2024 · 3 yrs 1 mo
Nylife Securities LLCBroker
April 2018 - December 2021 · 3 yrs 8 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.
Christopher Charles Marrone
CM
Contact
Christopher Charles Marrone
Christopher Charles Marrone - Financial Advisor | TrueAdvisor