Marathon Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Marathon creates customized investment strategies using mutual funds, exchange-traded funds (ETFs), and individual securities. They also offer comprehensive financial planning services on a subscription or one-time basis, covering areas like retirement, education, and estate planning. Marathon may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$150M
Clients65
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$9,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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