Marathon Retirement Planning manages investments for individuals, qualified plans, trusts, estates, and businesses. They also offer financial planning services and advice on specific investment and insurance-related projects. Marathon's advisors evaluate client investments, design portfolios, and use public information and research materials. Financial planning is designed to establish a long-term investment plan.
Assets Under Management$61M
Clients116
Advisors1
Avg. per Client$520K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1 million. Fees range between 0.25% and 1.25% per annum.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...