Marble Trail Advisors
Assets Under Management
$490.2M
Number of Clients
339
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$98.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Marble Trail Advisors provides comprehensive wealth management services to individuals, families, and trusts. Their holistic approach integrates financial planning and investment management, tailoring advice to meet client needs and objectives. They primarily offer discretionary portfolio management services using various securities.
Fee Structure
Marble Trail Advisors charges a fixed fee for financial planning (minimum $2,500/year) and an asset-based fee for investment management, ranging from 0.30% to 1.00% annually. The specific fee level is established in each client's investment advisory contract. Fees are paid quarterly in advance, and clients can terminate with written notice for a prorated refund. Fees are exclusive of brokerage commissions and other related costs.
Areas of Practice
Location
5 Court Street, Middlebury, VT, 05753