Marotta Wealth Management
- Company typePrivate
- Founded2000
- HeadquartersCharlottesville, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Marotta Wealth Management firmographics
Firmographics- Name
- Marotta Wealth Management
- Legal name
- Marotta Wealth Management
- Website
- https://marottaonmoney.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Marotta Wealth Management industry classification
Industry- Product category
- Wealth Management / Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Discretionary Portfolio Management (Retail) (FSAAAAAH), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)
Keywords
Where Marotta Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Charlottesville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Marotta Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Assets Under Management (AUM) Fees: The firm operates exclusively on a fee-only basis, charging clients a percentage of assets under management. Fees are billed quarterly in advance and deducted from client accounts. The firm receives no commissions, referral fees, or any other form of compensation from fund companies, insurance companies, or product providers.
- Hourly Consulting Fees: For non-managed accounts or specific services, the firm offers hourly consulting at $500 per hour. They can also quote fixed fees for specific services as needed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Comprehensive Service Level: Full-service wealth management with highest level of service including premium services such as Tax Planning, Life Planning, Estate Management, and Regular Meetings. |
| Subscription | Quarterly | Collaborative Service Level: Mid-tier advisory service with basic services plus bonus services included. |
| Subscription | Quarterly | Do-It-Yourself (DIY) Service Level: Investment management only with lowest cost structure, no minimums. |
| Subscription | Quarterly | Retirement Plan Management: Lower fee schedule for corporate retirement plans (401k accounts). |
| Other | Pay-as-you-go | Hourly Consulting: Non-managed account advice. |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Marotta Wealth Management product offering
Product offeringCore offering
Marotta Wealth Management is a fee-only fiduciary investment advisor that provides personalized wealth management across three service tiers: Comprehensive (full-service for clients with $1M+ AUM), Collaborative (mid-tier at $400K+ AUM), and Do-It-Yourself (low-cost investment management with no minimum). Core deliverables include asset allocation design, ongoing portfolio management with sector tilting, tax planning, retirement planning, estate planning, charitable giving strategies, and small business advisory, with all client assets held at Charles Schwab as qualified custodian.
Product overview
Marotta Wealth Management is a fee-only, fiduciary wealth management firm offering three service level tiers: Comprehensive (full-service with premium features), Collaborative (mid-tier with basic and bonus services), and Do-It-Yourself (self-directed via Schwab). The core offering centers on personalized investment management using a proprietary asset allocation methodology with dynamic sector tilting based on forward P/E ratios. Core services include portfolio management, tax planning, and retirement planning, supplemented by extensive planning modules covering estate planning, charitable giving (QCDs, Donor Advised Funds), Social Security optimization, Roth conversions, 529 management, and small business advisory. The firm also provides a proprietary Gone-Fishing Portfolio—a curated default portfolio of low-cost index funds with annual curation—as an alternative for DIY investors. All client assets are held at Charles Schwab with hand-traded accounts or Schwab's Institutional Intelligent Portfolios automated platform for the DIY tier.
Differentiator
Problem solved
Functional benefit
Products and services
- Comprehensive Wealth Management Service Level Full-service wealth management for clients with at least $1M in investable assets, including tax planning, life planning, Roth conversions, charitable giving, intergenerational planning, retirement planning, notary services, small business advisory, outside account integration, and estate management assistance. Fee: 0.25% quarterly (1% annually) on first $1M, descending on larger balances, with a $2,500/quarter or $1M AUM minimum.
- Collaborative Wealth Management Service Level Mid-tier advisory service for clients with $400,000+ AUM, providing core and bonus services at 0.25% quarterly (1% annually) of assets under management. $1,000/quarter or $400K AUM minimum; clients may upgrade to the Comprehensive tier once they cross fee minimums.
- Do-It-Yourself Investment Management Service Level Lowest-cost investment management tier with 0.1% quarterly (0.4% annually) fee on assets under management and no minimum. Clients open accounts directly at Charles Schwab, either self-trading or using Schwab Institutional Intelligent Portfolios automation, with optional paid planning add-ons.
- Portfolio Management Ongoing portfolio management using the firm's Buy List of ETFs, mutual funds, closed-end funds, individual stocks and bonds, and occasional covered calls. Rebalancing, performance monitoring, and asset class discipline are applied across both Comprehensive and Collaborative tiers.
- Corporate Retirement Plan (401(k)) Management Investment management of employer-sponsored 401(k) plans with a reduced fee schedule (0.125% quarterly/0.5% annually on first $1M, descending to 0.05% on $25M+), providing fiduciary oversight of plan investments and participant outcomes.
- Dynamic Tilt Sector Allocation Strategy Proprietary monthly sector allocation adjustment methodology based on forward P/E ratios, used by the Investment Committee to manage sector tilts within the asset allocation framework.
- Freedom Investing International Strategy International investment approach providing exposure to developed and emerging market countries, utilizing specialized country funds including biotechnology and other sector-specific funds as part of the broader allocation strategy.
- Tax Planning Tax planning service including review of tax returns, capital loss carryforward strategies, and tax-efficient positioning of accounts within client portfolios.
- Retirement Planning Retirement planning including savings analysis, spending projections, Social Security optimization, withdrawal strategies, Roth conversions, required minimum distributions, and backdoor Roth contributions for high-income earners.
- Estate Management and Inheritance Assistance Estate planning coordination including beneficiary designation reviews, inheritance planning, estate document verification, and multi-generational planning advice for clients' family members.
- Small Business Advisory Financial planning service tailored for small business owners covering business structure considerations, executive compensation, and integration of personal and business financial planning.
- Hourly Financial Consulting Hourly consulting at $500/hour for non-managed accounts or specific scoped services, with fixed fees available upon request for defined projects.
- Marotta's Gone-Fishing Portfolio Standard portfolio allocation of diversified low-cost index funds designed to weather market volatility with only twice-yearly rebalancing, usable at any custodian and supported by an interactive calculator for projecting allocations and performance.
Quantifiable outcome
- Clients receive quarterly reports with time-weighted returns net of fees for each of six asset classes and the portfolio as a whole for various time periods including since inception.
Companies that use Marotta Wealth Management
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Marotta Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature4 records
Marotta Wealth Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Charles SchwabcoreCharles Schwab serves as the primary qualified custodian for client assets. The firm recommends Schwab to clients for holding and administering their investment accounts. Schwab provides online account access, trading platform, statements, and customer support. The relationship enables Marotta's Do-It-Yourself service level through Schwab's Institutional Intelligent Portfolios automated platform. Marotta is independently owned and operated with no affiliation to Schwab.
Scale indicators3 records
Recent moves1 record
Expansion highlights6 records
Marotta Wealth Management competitors and assessment
Company assessmentMarket position
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Marotta Wealth Management social profiles
Digital presenceMarotta Wealth Management compliance and trust
Trust signalCompliance2 records
Marotta Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Marotta Wealth Management leadership team
Management profileNumber of profiles
Profiles4 records
Marotta Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Marotta Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Marotta Wealth Management
What does Marotta Wealth Management do?
Marotta Wealth Management is a fee-only fiduciary investment advisor that provides personalized wealth management across three service tiers: Comprehensive (full-service for clients with $1M+ AUM), Collaborative (mid-tier at $400K+ AUM), and Do-It-Yourself (low-cost investment management with no minimum). Core deliverables include asset allocation design, ongoing portfolio management with sector tilting, tax planning, retirement planning, estate planning, charitable giving strategies, and small business advisory, with all client assets held at Charles Schwab as qualified custodian.
Is Marotta Wealth Management a public or private company?
Marotta Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Marotta Wealth Management founded?
Marotta Wealth Management was founded in 2000. It employs 11 to 50 people.
Where is Marotta Wealth Management based?
Marotta Wealth Management is headquartered in Charlottesville, United States, in the North America region.
How does Marotta Wealth Management make money?
Two revenue lines are on record. Assets Under Management (AUM) Fees are the primary driver. The others are hourly Consulting Fees.
Does Marotta Wealth Management have an API?
No public API is recorded for Marotta Wealth Management.
What industry is Marotta Wealth Management in?
Marotta Wealth Management's product category is Wealth Management / Investment Advisory Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.