Marathon Financial Advisors offers investment management and advice to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Marathon Financial Advisors helps clients determine financial objectives, identify financial problems, manage cash flow, plan for education and retirement, and manage investments. Marathon Financial Advisors is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$69M
Clients36
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Marathon Financial Advisors charges a percentage of the value of your portfolio. The firm may, at its discretion, waive its minimum fee or charge a lesser investment advisory fee based on certain criteria.
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