Firm
Marco Investment Management
Atlanta, Georgia
Fee-only
Marco Investment Management at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFA.
- Its Form ADV reports 10 employees and 266 individual clients, 185 of them high net worth.
- Its average account is about $2.5 million (assets it manages divided by its 694 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | marcoinv.com |
| Phone | (404) 504-8600 |
Marco Investment Management fees
Marco Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.8 billion |
| Individual clients | 81 |
| High-net-worth clients | 185 |
| Accounts managed | 694 |
| Employees | 10 |
| Planning clients | 0 |
| Registered with | The SEC (801-55605) |
| Financial planning | Offered |
| Form ADV filed | June 21, 2026 |
| SEC record | CRD 108170 |