Marathon Capital Management (MCM) is an independent firm that offers financial planning and investment management. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, MCM considers your financial situation, risk tolerance, and goals to develop an investment strategy. They primarily use general registered securities, mutual funds, government securities, and options. MCM may recommend sub-advisers to manage portions of client accounts.
Fee Structure
If Marathon Capital Management (MCM) manages your money, the annual management fee ranges from 0.5% to 2%, depending on the size and complexity of your account. This fee is negotiable and paid quarterly, at the end of each quarter, based on the total value of your investments. When MCM recommends a sub-adviser, they charge an annual management fee between 0.5% and 2.98%, which includes the sub-adviser's fee. This fee is also negotiable and paid quarterly.