Marathon Strategic Advisors provides investment management and financial planning services. For investment management, they create and manage portfolios based on clients' individual needs and goals. Financial planning services include a comprehensive evaluation of a client's financial situation to help them achieve their financial goals. They also offer consulting services on specific financial topics.
Assets Under Management$130M
Clients182
Advisors1
Avg. per Client$720K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Non-US Residents add 0.20% to all pricing tiers. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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