Areas of Practice
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 over $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 same tiered schedule as above, starting at the 1.00% tier.
Fee Estimator
Contact
Christopher Marrone
Location
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
Get directionsHistory
Regulatory History
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.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams