Marble Wealth offers wealth management and financial planning services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. Marble Wealth provides customized wealth management solutions through personal client contact and discretionary management. They construct investment portfolios utilizing exchange-traded funds, individual stocks, and may allocate to unaffiliated money managers. Marble Wealth also offers financial planning services in areas such as investment planning, retirement planning, and education savings.
Fee Structure
Marble Wealth charges a percentage of your portfolio each year. The rate ranges from 0.35% to 1.00% annually, based on the average market value of your investments during the prior month. Fees are paid monthly, in advance. The specific fee may be negotiable.