Marble Trail Advisors offers wealth management services to individuals, families, and trusts. They provide financial planning to identify client goals and investment management tailored to client needs. Marble Trail primarily uses equity securities, exchange traded funds, no-load mutual funds, corporate securities, municipal securities, and U.S. government securities in its portfolio management programs. They primarily offer discretionary portfolio management services.
Assets Under Management$580M
Clients368
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$97M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees for investment management services range from an annualized rate of 0.30% to 1.00% based on total assets under Marble Trail management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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