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Transparent, Flexible Pricing

Our pricing is designed to fit your unique financial situation and goals.

Ongoing Financial Planning

Our financial planning service consists of a minimum annual fee that is paid monthly in advance, at a rate of $500 – $2000. The fee will vary depending on the complexity of your situation. There is an initial 12 month commitment for planning services in the first year of the advisory agreement.

It’s Worth Knowing:

Financial Planning fees may be discounted or completely waived if paired with Investment Management.
Assets Under Management
Discount

$0 - $499,999.99

No Discount

$500,000 - $1,999,999.99

50% Discount

$2,000,000 - $2,999,999.99

75% Discount

$3,000,000 and Above

100% Discount

Investment Management

Our annual investment advisory fee is based on a percentage of assets under management. The annual fee is paid quarterly, in arrears, based on the average daily balance of a client’s account(s) during the billing period.

Example

For assets under management of $2,000,000, the fee is 0.90% on the first $1,000,000 and 0.70% on the remaining balance. The formula for the quarterly fee in this case would be:

(($1,000,000 x 0.90%) + ($1,000,000 x 0.70%))÷ 4 = $4,000.
Assets Under Management
Annual Advisory Fee

$0 - $1,000,000

0.90%

$1,000,001 - $2,000,000

0.70%

$2,000,001 - $5,000,000

0.50%

$5,000,001 - $15,000,000

0.25%

$15,000,001 and Above

0.15%

Retirement Plan Consulting

The annual advisory fee on retirement plans is paid quarterly, in arrears, based on the value of the Client’s account(s) as of the last day of the billing period. The annualized fee is a straight tier and based on the following fee schedule:

Example

If a client has assets under advisement of $4mm the fee is 0.40%.
Assets Under Management
Annual Advisory Fee

$0 - $3,000,000

0.50%

$3,000,001 - $5,000,000

0.40%

$5,000,001 and Above

0.30%

This does not include fees to other parties, such as record keepers, custodians or third-party administrators.

Let’s Tailor a Plan to Your Finances

We are here to help if you have any questions about pricing.
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Disclaimer

Marbella Wealth Advisory Group, LLC is a Georgia-based Investment Advisor registered with the Georgia Securities Division. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Marbella Wealth in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
The publication of any awards, ratings, or accolades received by the firm are not to be viewed by clients, or prospective clients, as a guarantee of future results or experiences with Marbella Wealth Advisory Group, LLC and are not reflective of the exact service experience or results of any one client.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Marbella Wealth, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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