Marble Trail Advisors

Overview

Headquarters

Middlebury, VT

Total Firm Assets

$583 million

Average High-Net-Worth Client Portfolio Size

$2.6 million

Fee Disclosure

Source: MARBLE TRAIL FORM ADV PART 2 (2026-02-17) · View brochure text

Stated Minimum Annual Fee: $2,500

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

82.95%

Number of High-Net-Worth Clients

188

Total Client Accounts

1,446

Discretionary Accounts

1,444

Non-Discretionary Accounts

2

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number

154744

• MARBLE TRAIL FORM ADV PART 2 (2026-02-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions