Marathon Financial Strategies offers ongoing investment management and financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. Marathon Financial Strategies creates a personalized Investment Policy Statement for every client, guiding asset allocation, stock and bond selection, and portfolio monitoring. The firm invests in a wide range of securities, including mutual funds, individual stocks, bonds, exchange-traded funds, real estate investment trusts, and insurance products such as annuities. Marathon Financial Strategies uses fundamental and technical analysis combined with a long-term investment strategy. In addition to portfolio management, the firm provides comprehensive financial planning covering areas such as retirement, taxes, insurance, education, and debt management. Marathon Financial Strategies does not participate in wrap fee programs and does not accept performance-based fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees include both a fixed dollar component and a variable percentage component based on assets under management.