Marrone Wealth Management LLC is an independent registered investment advisor founded in March 2021 and based in New York, New York. Led by principal owner and Certified Financial Planner Christopher Marrone, the firm offers personalized investment management and financial planning services. Investment management services focus on building tailored portfolios using fundamental, technical, and charting analysis, guided by Modern Portfolio Theory and a mix of active and passive strategies. Financial planning covers a broad range of topics, including retirement planning, tax strategies, cash flow and debt management, employee benefits, college savings, insurance, and business consulting. The firm also coordinates estate planning services through third-party platforms. Marrone Wealth Management primarily serves individuals and high-net-worth individuals, operating under a legally required standard to act in its clients' best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts of $10,000,000 and above are negotiable.