Marstone is a digital investment advisory firm that creates investment plans and portfolio management strategies to meet clients’ financial objectives. Marstone helps clients invest in diversified portfolios of exchange traded funds (ETFs) that may include exposure to stock market holdings, fixed income securities, real estate, commodities, and cash-equivalent investments. Marstone may be directed by a client to trade investment models from other asset managers, but Marstone is not exercising discretion in implementing those investment selections.
Fee Structure
Marstone offers investment account management services to clients. Marstone's advisory fee generally ranges from 0.45% to 0.75% annually, depending on services provided and whether services are direct to the customer or in a sub-advisor capacity. The fee is calculated by multiplying the market value of the assets under management in the account at the end of the preceding month.