Marcum Wealth, LLC
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
About This Firm
Marcum Wealth provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high net worth individuals, and corporate retirement plans. They customize investment strategies based on client needs, goals, and risk tolerance, using a mix of global equities, fixed income, and alternative investments.
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Marcum, in its discretion, may charge a lesser investment advisory fee, charge a flat fee, waive its minimum fee, waive its fee entirely, charge fees on a different interval, or enter into some alternative fee arrangement not discussed herein.
Fee Estimator
Marcum charges an annual investment management fee based on a percentage of your portfolio's value. For example, the first $500,000 is charged at 1.00%. Fees are charged quarterly in arrears based on the market value of the assets. Investment consulting fees generally range from $500 to $15,000 on a fixed fee basis. There is no stated account minimum.
Areas of Practice
Location
6685 Beta Drive, Cleveland, OH, 44143