Marnoa Private Wealth Counsel, Ltd. offers discretionary investment management services to individuals, high-net-worth individuals and families, small businesses, trusts, estates, and charities. Marnoa manages portfolios using separately managed accounts under a custodial relationship with an independent brokerage firm. Marnoa may also select and appoint sub-advisors. Clients are advised to promptly notify Marnoa if there are changes in their financial situation or if they wish to place any limitations on managing their portfolios.
Assets Under Management$19M
Clients59
Advisors3
Avg. per Client$330K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 0.85% |
| $3M+ | 0.75% |
Marnoa may group certain related Client accounts, often known as “householding”, for the purposes of achieving the minimum account size and determining the annualized fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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