Marello Investment Advisors provides investment advice and non-discretionary portfolio management to clients of Manning & Napier Advisors, LLC, and to 401(k) plan sponsors and participants. For Manning clients, Marello helps determine investment objectives and reviews their appropriateness. For 401(k) plans, Marello assists with participant education, plan design, and monitoring investment criteria.
Assets Under Management$28M
Clients15
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2M+ | 0.60% |
These fees are charged by Manning & Napier. Marello receives a fee based on the level of service anticipated for a client, up to a maximum of 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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