Assets Under Management
$3.0B
Number of Clients
3,000
Number of Advisors
N/A
Average Client AUM
$991K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Marcum Wealth provides wealth management services to individuals and high-net-worth individuals, including financial planning and asset management. They also offer advisory and consulting services to corporate retirement plans. Marcum generally invests client assets among independent managers, mutual funds and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
6685 Beta Drive, Cleveland, OH, 44143