Assets Under Management
$490.2M
Number of Clients
339
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$98.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Marble Trail Advisors provides comprehensive wealth management services to individuals, families, and trusts. They offer financial planning, which includes analyzing client goals and resources, and investment management tailored to client needs and objectives. They primarily use equity securities, ETFs, mutual funds, and fixed income in portfolios.
5 Court Street, Middlebury, VT, 05753