Marion Wealth Management provides personalized investment management and financial planning services for individuals, families, and businesses. Marion Wealth Management builds customized portfolios using various strategies, including stock and bond analysis, modern portfolio theory, and model portfolios. For clients with employer retirement accounts like 401(k)s not held at their main custodian, Marion Wealth Management offers specialized management through a third-party platform. In addition to managing investments, Marion Wealth Management offers comprehensive financial planning covering retirement, taxes, estate planning, insurance, real estate, and education funding. The firm also provides pension consulting services for employee benefit plans and can recommend third-party specialists or sub-advisors when appropriate.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fee varies up to 1.75% based on portfolio value, asset complexity, and administration level. Subject to a minimum monthly fee of $350. Fees are negotiable.