Marathon Mission, Inc. provides ongoing portfolio management, pension consulting, and financial planning services. Founded in 2003 and based in Latham, New York, the firm creates customized investment policy statements and builds diversified portfolios using mutual funds, exchange-traded funds, equities, fixed income, real estate funds, annuities, and private placements. Marathon Mission operates with discretion, meaning the team makes trades on behalf of clients based on agreed-upon strategies. The firm acts legally in the best interest of retirement account clients.
Assets Under Management$180M
Clients226
Advisors3
Avg. per Client$780K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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