Marrone Wealth Management
Assets Under Management
$2.2M
Number of Clients
18
Number of Advisors
1
Average Client AUM
$124K
AUM per Advisor
$2.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Marrone Wealth Management LLC manages tailored investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer ongoing comprehensive financial planning and estate planning services through third-party providers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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 negotiable for accounts over $10,000,000.
Fee Estimator
Investment management fees are based on a percentage of assets under management, starting at 1.50% for accounts up to $99,999 and decreasing to 0.50% for accounts between $5,000,000 and $9,999,999; fees are negotiable for accounts over $10,000,000. For combined financial planning and investment management, the fee is 1.00% plus a financial planning fee for accounts up to $500,000; the financial planning fee is waived for accounts over $500,000. Comprehensive financial planning engagements range from $2,400 to $5,000 annually. A starter plan is offered at a flat fee starting at $2,000. Hourly financial planning is available at $250 per hour. Estate planning fees vary based on complexity. There is no minimum account size requirement.
Areas of Practice
Location
NY, United States
