advisory fees

advisory fees
marrick wealth is a fee-only firm, which means that we do not receive commissions and 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. Our fees are calculated according to services provided:
investment advisory
  • assets under management (AUM)
  • cumulative AUM
  • annual fees
  • assets under management (AUM)
    first $2,000,000
  • cumulative AUM
    $0 – $2MM
  • annual fees
    1.00%
  • assets under management (AUM)
    next $3,000,000
  • cumulative AUM
    $2 – $5MM
  • annual fees
    0.75%
  • assets under management (AUM)
    next $5,000,000
  • cumulative AUM
    $5 – $10MM
  • annual fees
    0.60%
  • assets under management (AUM)
    over $10,000,000
  • cumulative AUM
    $10MM+
  • annual fees
    0.50%
wealth advisory
Customized wealth advisory services are offered separately to accommodate each client’s unique needs. Applicable hourly rates are as follows:
  • personnel
  • hourly rate
  • personnel
    partner
  • hourly rate
    $400/hour
  • staff/admin
  •  $100-200/hour




*A minimum quarterly fee of $2,500 will apply to ongoing client relationships.