Marian Financial Services (MarianFS) manages investment portfolios using ETFs, stocks, and mutual funds. Financial planning is included for investment management clients. MarianFS can also be hired for financial planning only on a negotiated flat fee basis. MarianFS uses model portfolios with some customization. They also offer assistance with estate planning through a network of attorneys.
Assets Under Management$14M
Clients33
Advisors1
Avg. per Client$420K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable. For retirement participant accounts managed via Pontera®, the fee is 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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