SERVICES
Tailored Planning, Investment Strategy, and Expert Guidance for Confident Wealth Management
SPECIALTIES
Tailored Financial Solutions
Tax & Financial Planning
Comprehensive financial planning services with a CPA/PFS financial planner.
Investment Management
Customized investment management with a Fee-Only financial advisor
TRANSPARENT FEES
Fee Schedule
marrick wealth advisors are Fee-Only financial advisors that do not receive commissions. 100% of our revenue comes from our clients. The Fee-Only distinction is important because it eliminates the conflict of interest tied to selling the products of financial companies. The Fee-Only compensation model is consistent with our fiduciary responsibility to act in the best interests of our clients at all times.
Investable Assets over $5 million
Fees are based on the market value of assets under management at the end of the quarter according to the following schedule:
Assets Under Management
Annual Fees
first $5,000,000
0.75%
next $5,000,000
0.60%
next $10,000,000
0.50%
Investable Assets under $5 million
Fees are based on the market value of assets under management at the end of the quarter according to the following schedule:
Assets Under Management
Annual Fees
first $2,000,000
1.00%
next $3,000,000
0.75%
next $5,000,000
0.60%