Marathon Wealth provides financial planning, portfolio management, and general consulting services. They work with clients to understand their financial situation, investment experience, and goals. Clients can choose to have Marathon Wealth prepare a full financial plan or retain them for portfolio management services. Marathon Wealth develops a financial outline and investment plan based on the client's circumstances, goals, and risk tolerance.
Assets Under Management$11M
Clients50
Advisors1
Avg. per Client$210K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees above $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...