Marathon Capital Management

Marathon Capital Management at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 5 advisors are listed here.
• Its Form ADV reports 7 employees and 281 individual clients, 182 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 668 accounts).

Fee-only advisors in Maryland · What fee-only advisors charge in Maryland

Facts

Marathon Capital Management fees

Marathon Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (5)

• Angus Burton

• Clifford Athey

• Edward Hart

• Linda Hickel

• Patrick Jones

Other fee-only firms in Hunt Valley

• Snyder Asset Management
• Bush River Trust
• Cornerstone Advisory

Fee-only advisors in Maryland