Marathon Capital Management offers investment management services to individuals and organizations, creating customized Investment Profiles based on client objectives. Marathon employs a "buy and hold" strategy, focusing on long-term capital appreciation rather than short-term trading profits. Financial planning is included as part of the client relationship, utilizing MoneyGuidePro software. Marathon manages accounts on a discretionary basis, allowing clients to place reasonable restrictions on investments.
Assets Under Management$790M
Clients286
Advisors5
Avg. per Client$2.8M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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