Marrick Wealth offers wealth management services, including investment management and financial planning. Investment management involves creating customized portfolios using low-cost mutual funds and ETFs, with a long-term focus. Financial planning covers areas like retirement, tax, and estate planning. Marrick may recommend independent managers for a portion of a client's portfolio. They also provide retirement plan advisory services to plan sponsors.
Assets Under Management$170M
Clients85
Advisors2
Avg. per Client$2M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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