Christopher Marrone is a CFP-designated registered investment advisor at Marrone Wealth Management, based in New York, NY, with 7 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 18 clients with $2.2M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts above $10,000,000. For clients who want both financial planning and investment management, the fee is 1.00% plus the financial planning fee for accounts up to $500,000. For accounts over $500,000, the financial planning fee is waived, and the fee is based on the table above.
Fee Estimator
Location
New York, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →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
Forefront
Previous Registrations
Origin Investment Advisory LLC
Marrone Wealth Management
Nylife Securities LLCBroker
State Registrations2 states
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