Financial Advisors at Marotta Wealth Management, Inc.

Marotta Wealth Management, Inc.

Marotta Wealth Management, Inc. offers financial planning services, educational seminars/workshops, portfolio management for businesses, pension consulting services, selection of other advisers and portfolio management for individuals and/or small businesses.

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

Fixed fees

A percentage of assets under management

Hourly charges

Fixed fees

A percentage of assets under management

Hourly charges

Operations

No Recorded Operations

1

Branches

16

Employees

8

Investment Advisors

16

Employees

8

Investment Advisors

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Client Types

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95.6%

389

Account Overview

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