Marathon Wealth Management (MWM) manages investment portfolios and offers financial planning services to individuals, high net worth individuals, trusts, and estates. MWM creates personalized investment plans based on clients' goals and risk tolerance. Financial planning services cover retirement, risk management, education, cash flow, debt management, employee benefits, and estate planning.
Fee Structure
Marathon Wealth Management charges an annual fee based on the value of your investments. The standard advisory fee is 1% of the value of your portfolio. The fee is negotiable and there is a minimum fee and a cap at certain thresholds. Your investment tier will be based on the account value determined at the start of the investment management relationship and remain the same until re-calculated annually on Dec. 31st.
