Marion Wealth Management offers tailored investment advice and discretionary portfolio management. They may use model portfolios and, for accounts held away, leverage Pontera to implement strategies. Financial planning services cover a range of topics, from broad-based planning to single-subject consultations. They may recommend sub-advisors and donor-advised funds. Pension consulting services are also available for employee benefit plans.
Assets Under Management$480M
Clients448
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,200
Marion Wealth Management's fee for managing your investments can be up to 1.75% per year, depending on the value of your assets, the complexity of services, and the level of administration. The minimum fee is $350 per month, which includes standard financial planning services. Fees may be negotiable.
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