Marienplatz Wealth Management offers customized investment and financial advice. If you choose investment management, Marienplatz will manage your investments based on your goals, risk tolerance, and preferences. Financial consulting services cover areas like retirement planning, insurance, tax management, and estate planning. Marienplatz does not participate in wrap-fee programs.
Assets Under Management$5.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$500K
Marienplatz Wealth Management's fees for managing your investments are a percentage of the value of those investments. The specific percentage depends on the type of assets and the amount invested.
For equity management:
- Under $1,000,000: 1.000%
- $1,000,000 and up: 0.900%
For fixed income management:
- Up to $2,499,000: 0.500%
- $2,500,000 to $4,999,999.99: 0.400%
- $5,000,000 and up: 0.350%
For mutual fund management:
- Equity up to $999,999.99: 1.000%
- Equity $1,000,000 to $2,499,999.99: 0.900%
- Equity $2,500,000 to $4,999,999.99: 0.900%
- Equity $5,000,000 and up: 0.900%
- Fixed Income up to $999,999.99: 0.500%
- Fixed Income $1,000,000 to $2,499,999.99: 0.500%
- Fixed Income $2,500,000 to $4,999,999.99: 0.400%
- Fixed Income $5,000,000 and up: 0.350%
These fees are negotiable. Client accounts may be aggregated for fee calculations.
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