Marietta Wealth provides wealth management, financial planning, retirement plan consulting, and general consulting. These services are offered to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. Marietta Wealth's wealth management services include individually tailored investment options. Financial planning services include a review, analysis, and evaluation of your personal financial needs and goals. Retirement plan services are tailored to whether the plan is Trustee Directed or Participant Directed.
Assets Under Management$970M
Clients429
Advisors9
Avg. per Client$2.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The management fee within each tier is negotiable on a client-by-client basis depending on size, complexity, and nature of the assets managed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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