MAR Financial Group provides financial planning and investment management services. MAR Financial's services include retirement planning, education planning, investment management, tax planning, risk management, and estate planning. Financial planning is provided free of charge to investment management clients. MAR Financial does not receive commissions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 0.95% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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