David Marotta
David Marotta is a CFP-designated registered investment advisor at Marotta Wealth Management, INC., based in Charlottesville, VA, with 19 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 370 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fee schedule is for Comprehensive and Collaborative service levels. For 529 plan accounts, when billing is directed to the plan itself, those assets are not aggregated for break point discounts. The Do-It-Yourself service level fees are 0.4% annually.
Fee Estimator
Contact
David Marotta
Location
1000 Ednam Center, Suite 200, Charlottesville, VA, 22903-4615
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David has no outside business activities that involve a substantial amount of time or present material conflicts of interest. He does not serve as an officer, director, partner, or employee of any other organization engaged in trading securities.
Employment History
Current Registrations
Marotta Wealth Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
David John Marotta writes a weekly financial articles. Subscribe for free at http://www.marottaonmoney.com