Marcado Asset Management LLC

Fixed/Hourly

Marcado Asset Management offers retirement plan consulting and fiduciary services to employer-sponsored and other qualified plans. These services include administrative support, service provider support, investment monitoring support, and participant services. They offer both non-discretionary and discretionary fiduciary services, assisting plan sponsors with investment policy statements, designated investment alternatives, model asset allocation portfolios, third-party advisors, and qualified default investment alternatives.

Assets Under Management$27M
Clients47
Advisors3
Avg. per Client$570K
Avg. per Advisor$8.9M

Fee Structure

Investment management only (planning not offered)
One-Time Plan:Up to $50,000
Hourly Rate:Up to $350/hr
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Location

3 Advisors at this firm