Marmo Financial Group (MFG) is a registered investment advisor offering financial planning and portfolio management. MFG works with clients to understand their financial situation and goals, then develops a financial outline and investment plan. MFG manages investment portfolios on a discretionary basis, primarily using mutual funds and ETFs. MFG also offers retirement plan advisory services to employer-sponsored plans.
Assets Under Management$250M
Clients1,006
Advisors3
Avg. per Client$250K
Avg. per Advisor$83M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.35% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.05% |
| $5M+ | 0.90% |
MFG may make exceptions to the fee schedule or negotiate special fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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