Overview
- Headquarters
- Monroeville, PA
- Total Firm Assets
- $543 million
- Average High-Net-Worth Client Portfolio Size
- $2.7 million
- Stated Minimum Account Size
- $750,000
Fee Disclosure
Source: MARION WEALTH MANAGEMENT ADV BROCHURE (2026-03-13) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.75% |
Stated Minimum Annual Fee: $4,200
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $17,500 | 1.75% |
| $5 million | $87,500 | 1.75% |
| $10 million | $175,000 | 1.75% |
| $50 million | $875,000 | 1.75% |
| $100 million | $1,750,000 | 1.75% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 80.93%
- Number of High-Net-Worth Clients
- 164
- Total Client Accounts
- 1,472
- Discretionary Accounts
- 1,465
- Non-Discretionary Accounts
- 7
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 315730
- MARION WEALTH MANAGEMENT ADV BROCHURE (2026-03-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗