Advisor at Marathon Financial Strategies
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Marathon Financial Strategies
Location
Brunswick, GA
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Based on Marathon Financial Strategies
$1 - $500,000: 1% of AUM plus $2,000 fixed fee $500,001 - $1,000,000: 0.6% of AUM plus $4,000 fixed fee $1,000,001+: 0.4% of AUM plus $7,500 fixed fee
$500 per hour for Financial Planning services
Minimum fee: Fixed Fee: $2,000 PLUS Variable Fee: 1% of AUM for $1-$500,000; Fixed Fee: $4,000 PLUS Variable Fee: 0.6% of AUM for $500,001-$1,000,000; Fixed Fee: $7,500 PLUS Variable Fee: 0.4% of AUM for Over $1,000,000 Fee-only: Hourly Financial Planning Fees: $500 per hour
Brunswick, GA
Georgia
Marathon Financial Strategies
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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