Marathon Financial Strategies provides ongoing investment management based on your goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that fits your specific situation. Marathon Financial Strategies also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning.
Assets Under Management$49M
Clients60
Advisors1
Avg. per Client$810K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are calculated as a fixed fee plus a variable fee based on assets under management. The percentages above represent the total annual fee as a percentage of AUM for each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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