Marathon Financial Group, operating as Theus Wealth Advisors, provides personalized financial planning services. Marathon uses third-party money managers for asset management. Marathon's advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. Marathon also offers seminars and workshops. Clients can set restrictions on investments.
Fee Structure
Marathon Financial Group does not directly manage client assets. Instead, Marathon recommends third-party asset managers (TPAMs) to manage client portfolios. Marathon does not charge a separate fee for recommending these managers. The TPAMs will debit advisory fees from client accounts, and Marathon will share in the advisory fee paid to the TPAM. The fees paid to the TPAM are established by the TPAM and are generally not negotiable.