Marrone Wealth Management (MWM) manages investment portfolios and offers financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. MWM works with clients to determine their risk tolerance and financial goals to create suitable investment and planning recommendations.
Assets Under Management$2.2M
Clients18
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts above $10,000,000. For clients who want both financial planning and investment management, the fee is 1.00% plus the financial planning fee for accounts up to $500,000. For accounts over $500,000, the financial planning fee is waived, and the fee is based on the table above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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