Marble Wealth LLC is a registered investment advisor based in Montgomery, Alabama, that provides customized wealth management solutions, combining investment management and financial planning services. Marble Wealth builds tailored portfolios primarily using exchange-traded funds, individual stocks, mutual funds, and independent managers, taking into account each client's goals, risk tolerance, and time horizon. The firm also offers digital asset account setup through qualified platforms and retirement plan advisory services for employers. Marble Wealth operates as a fiduciary, legally required to act in your best interest, and does not impose a minimum relationship size for establishing an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Wealth management fees range from 0.35% to 1.00% annually based on a sliding scale or negotiation. Cash-only accounts are charged 0.15% annually.