Elizabeth Horbaly
Elizabeth Horbaly is a CFP-designated registered investment advisor at Marotta Wealth Management, INC., based in Charlottesville, VA, with 6 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 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
Elizabeth Horbaly
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
Elizabeth is an officer in her father's non-investment related business, Custom Yacht Service, for business continuity purposes. This requires minimal time.
Employment History
Current Registrations
Marotta Wealth Management, INC.
State Registrations2 states
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
Elizabeth “Libby” Horbaly is a Wealth Manager for Marotta Wealth Management.