advisory fees

transparent fees

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.

investment & wealth management

Investment Services and Wealth Management 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 (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%
 
Excluded tax and financial planning services are available at hourly rates and typically cost $3,000 – $5,000 per engagement.
 

private client

Fees are based on the market value of AUM at the end of the quarter according to the following schedule:
  • assets under management (AUM)
  • cumulative AUM
  • annual fees
  • assets under management (AUM)
    first $5,000,000
  • cumulative AUM
    $0 – $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%
 

hourly services

Tax and financial planning services are offered to clients on an hourly basis. Applicable rates are as follows:
  • personnel
  • hourly rate
  • personnel
    partner
  • hourly rate
    $420
  • personnel
    analyst/admin
  • hourly rate
    $150