Marotta Wealth Management is an independent wealth management firm that has offered investment management and financial planning services since 2000. Operating as fee-only professionals legally required to act in your best interest, Marotta Wealth Management takes a holistic approach to your finances. The firm specializes in investment management, retirement planning, tax planning, education planning, business ownership concerns, and estate management. Marotta Wealth Management offers three distinct service levels: Comprehensive, Collaborative, and Do-It-Yourself. The Comprehensive and Collaborative levels include full access to investment management and varying levels of financial planning, with fees starting at 1% annually and dropping for larger portfolios. The Do-It-Yourself level provides basic investment management with select bonus services available for an additional planning fee at a 0.4% annual rate. Marotta Wealth Management crafts personalized portfolios using modern portfolio theory, focusing on asset allocation across six asset classes for stability and appreciation, and emphasizes periodic rebalancing and diversified low-expense index funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Rates apply to Comprehensive and Collaborative service levels. The Do-It-Yourself service level has a flat rate of 0.4% with no breakpoints. Corporate retirement plans have a separate lower fee schedule starting at 0.5%.
