MAR Wealth Management Services offers portfolio management based on individual client goals and risk tolerance. MAR also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt. MAR generally advises on mutual funds, stocks, bonds, ETFs, real estate, and government securities.
Assets Under Management$110M
Clients47
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$36M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the client's needs and the complexity of the situation.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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