Marrone Wealth Management
Assets Under Management
$2.2M
Number of Clients
18
Number of Advisors
1
Average Client AUM
$124K
AUM per Advisor
$2.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Marrone Wealth Management LLC manages tailored investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They offer ongoing comprehensive financial planning and estate planning services through Encore Estate Plans.
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts $10,000,000 and above. The fee schedule will return to the AUM fee table under Investment Management upon conclusion or cancellation of the financial planning service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location
NY, United States
