Marble Trail Advisors is a registered investment advisor based in Middlebury, Vermont, operating as a subsidiary of Marble Trail Financial LLC. The firm provides comprehensive wealth management services to individuals, families, trusts, and institutions, combining personalized financial planning with ongoing investment management. Marble Trail Advisors takes a holistic, value-based approach to investing, utilizing a mix of equities, exchange-traded funds, mutual funds, and fixed income securities. Services typically begin with creating a detailed financial plan that covers retirement, tax strategies, and estate planning, which is updated annually. The firm primarily operates on a discretionary basis, making investment decisions on behalf of clients based on their agreed-upon investment policy statements. Additionally, the firm offers programs to connect clients with third-party money managers when appropriate. Marble Trail Advisors emphasizes a long-term client relationship and acts legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual investment management fees range from 0.30% to 1.00% based on total assets under management. Specific fees are established in each client's advisory contract and may vary based on client type, services requested, and complexity.