Marathon Wealth Partners, Inc. manages investment portfolios and provides financial planning and consulting services for individuals and high-net-worth clients. Marathon Wealth Partners helps clients review their financial goals, tax planning strategies, asset allocation, risk management, and retirement planning, as well as budgeting, education planning, cash flow planning, charitable planning, insurance analysis, and real estate analysis. Marathon Wealth Partners offers continuous investment management for stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, and options. Marathon Wealth Partners operates on a fee-only basis and acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and paid quarterly in arrears. Marathon Wealth Partners may waive financial planning fees if you engage their asset management services.