Marathon Investments provides investment management services by creating customized portfolios based on a client's risk profile. They also offer consulting services on investment and financial concerns, such as reviewing existing portfolios. Marathon manages investments on either a discretionary or non-discretionary basis. Clients retain individual ownership of all securities.
Assets Under Management$10M
Clients24
Advisors1
Avg. per Client$420K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable on a client-by-client basis based on size, complexity, and nature of services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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