Marathon Financial Group (MFG) provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. MFG manages investment portfolios using individual stocks, exchange-traded funds (ETFs), and mutual funds. MFG also provides educational seminars. Clients retain control over implementation decisions and are responsible for notifying MFG of any changes to their financial situation.
Assets Under Management$290M
Clients115
Advisors4
Avg. per Client$2.5M
Avg. per Advisor$72M
www.linkedin.com/company/marathon-financial-gro... ·www.meetmarathon.com ·www.facebook.com/marathonfinancialgroup.com
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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