Marotta Wealth Management provides investment management and financial planning services. They offer a holistic approach, including retirement, tax, education, and estate planning. Marotta Wealth Management tailors its support to your needs and clarifies your financial goals. They offer three service levels: Comprehensive, Collaborative, and Do-It-Yourself.
Assets Under Management$600M
Clients370
Advisors9
Avg. per Client$1.6M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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