Marathon Strategic Advisors, LLC is a FEE-ONLY investment manager formed under the premise that every investor deserves completely objective investment advice. We recognize that a one-size-fits-all approach to investing is not best for investors. We create custom-made investment portfolios based on a client's unique financial goals, risk tolerances, investment return expectations, investment horizons, tax bracket, and cash flow needs. Each client has ongoing, direct access to their portfolio manager. We have no conflicts of interest - we are only compensated directly by our clients and receive no commissions or economic reward from any other party. Our goal is to maximize our client's wealth over the long term, not our own!
General Information |
| Firm Start Year: | 1999 | |
| No. of Employees: | 2-4 | |
| Name of Custodial Firm: | Charles Schwab |
| Number of Years with Current Firm: | 24 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning, Investment Advice & Management |
Services |
| Investment Types: | Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Firm Information |
| Firm's Number of Clients: | 185 |
| Firm's Number of Managed Clients: | 185 |
| Assets Managed by Firm: | $130,000,000 |
| Advisor's Number of Clients: | 165 |
| Advisor's Number of Managed Clients: | 165 |
| Assets Managed by Advisor: | $100,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
Education |
| MBA | Columbia Business School - Master of Business |
| Double Major in Economics and Mgt. | Carnegie Mellon University - Double Major in |
Disclaimer |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
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