Marietta Wealth Management, LLC

CRD#281782
Investment Advisor Firm

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Learn more about Marietta Wealth Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Marietta Wealth Management, LLC is a financial advisor company that has its headquarters in Marietta, Georgia. It oversees $916.3 million in assets under management across 1,200 accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 9 financial advisors. Marietta Wealth Management, LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and equities.

    Marietta Wealth Management, LLC administers most of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction choices for the client's account without requiring the client's authorization. Marietta Wealth Management, LLC also manages 102 non-discretionary accounts totaling $329.8 million in AUM. Marietta Wealth Management, LLC supervises about $763,553 in assets for each client account. An average advisor at Marietta Wealth Management, LLC manages around 133 client accounts.

    Marietta Wealth Management, LLC's main office is at 472 N. Sessions Street, Marietta, Georgia 30060. The company is legally permitted to provide services to customers across a number of states, including Alabama, California, Florida, Georgia, Louisiana, North Carolina, South Carolina and Texas.

    Assets Under Management

    $916.3 million

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    472 N. Sessions Street
    Marietta, GA 30060

    Marietta Wealth Management, LLC by the Numbers

    Total Assets Under Management

    $916.3 million

    National Average: $8.6 billion
    Total Number of Employees

    11

    National Average: 64
    Total Number of Accounts

    1,200

    National Average: 375,227
    Average Account Size

    $763.6 thousand

    National Average: $23.0 thousand
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    Products and Services

    Marietta Wealth Management, LLC provides a number of services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the past fiscal year, the company provided financial planning services to 101-250 of its accounts. It does not sell products or offer services aside from investment advice to its investment advisory clients. Marietta Wealth Management, LLC is affiliated with one or more other service providers in the financial services industry, including with an accountant or accounting firm.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees for financial advice typically depend on which services the firm provides the client. Fee types billed by Marietta Wealth Management, LLC can include the following fee types: asset-based, hourly or fixed. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with a broad range of customers. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies, corporations and other. Out of its 1,200 accounts, Marietta Wealth Management, LLC's biggest client is high net worth investors, though it also manages money for 206 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 50%
    • Other Individuals - 35.68%
    • Corporations - 12.62%
    • Charitable Organizations - 1.7%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Marietta Wealth Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Marietta Wealth Management, LLC

    Cara Marinovich
    Marietta, GA
    Lisa Garris
    Marietta, GA
    Benjamin Crowe
    Marietta, GA
    Charles Holloway
    Marietta, GA
    Wesley Hackney
    Marietta, GA
    Stephen Michael
    Marietta, GA
    Pierre Soree
    Marietta, GA
    John Massey
    Marietta, GA
    Scott Keller
    Marietta, GA

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