Overview
- Headquarters
- Charlottesville, VA
- Total Firm Assets
- $686 million
- Average High-Net-Worth Client Portfolio Size
- $3.3 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: MAROTTA 2025 09 02 ADV PART 2 (2025-08-25)
· View brochure text
Latest filing: MAROTTA WEALTH MANAGEMENT 2026 (2026-03-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $25,000,000 | 0.50% |
| $25,000,001 | and above | 0.40% |
Stated Minimum Annual Fee: $10,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $40,000 | 0.80% |
| $10 million | $70,000 | 0.70% |
| $50 million | $245,000 | 0.49% |
| $100 million | $445,000 | 0.44% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 88.97%
- Number of High-Net-Worth Clients
- 185
- Total Client Accounts
- 1,947
- Discretionary Accounts
- 1,790
- Non-Discretionary Accounts
- 157
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 115645
- MAROTTA WEALTH MANAGEMENT 2026 (2026-03-20) · View brochure text
- MAROTTA 2025 09 02 ADV PART 2 (2025-08-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗