Marmot Plans
Marmot Easy
Accessible Investment Strategy
Custom Risk Profiles – Choose a bond-heavy, equity-focused, or balanced portfolio.
ETF-Only Portfolio – Invest in Equity, Bond, and Money Market ETFs.
Global Diversification
Ongoing Portfolio Optimization
Sustainability Reporting
Marmot Community Membership
Online Support and Onboarding
Marmot Premium
Individual Investment Strategy
Thematic Investing – Choose Sustainability, Best Talents, or Equality.
Custom Risk Profiles – Choose a bond-heavy, equity-focused, or balanced portfolio.
ETF & Fund Investments – A mix of Equity and Bond ETFs & funds.
Global Diversification
Ongoing Portfolio Optimization
Sustainability Reporting
Premium Marmot Community Membership
Personalized Service with Expert Support
Marmot Select
Fully Bespoke with Personal CIO Consulting
Tailored Portfolio and Risk Profiles
Invest in ETFs, actively managed funds, single stocks, and alternative assets.
Exclusive Private Equity Market Access
Global Diversification
Institutional Cost Benefits – Access lower institutional-level fees.
Sustainability Reporting
Select Marmot Community Membership
Priority Support – Personalized expert assistance at all times.
Our Pricing Philosophy
Fair, tiered fee structure
Scaled fees that adjust with the size of your portfolio, ensuring value for every investor.
No Hidden Costs
No unexpected charges, what you see is exactly what you pay.
Transparent Fees
No ambiguity or confusion - straightforward pricing so you know exactly what you’re paying for.
No proprietary products or commissions.
We offer truly impartial advice, with no ties to to our own products or external commissions.
Aligned interests - our success is tied to yours.
We earn more when your portfolio grows, aligning our focus entirely on maximizing your financial success.
Focused on Long-Term Growth
Our strategies are designed to build sustainable wealth, not chase fleeting trends.
Our pricing philosophy is rooted in transparency, fairness, and alignment with your goals. We believe wealth management should be straightforward, with no hidden costs or conflicts of interest. As an independent, fee-only advisor, we succeed only when your portfolio grows. By avoiding proprietary products or commissions, we focus solely
on maximizing your financial well-being.
Unlike most wealth managers, we are proud to offer actively managed portfolios starting at just $10,000. This approach empowers first-time investors to take charge of their financial future while giving back to the community by making professional wealth management accessible to
more people. Our tiered fee structure ensures exceptional value and personalized strategies, no matter the size of your portfolio.
We've Supported Over 350 Women in Achieving Financial Freedom.
We partner with women to achieve their financial goals, providing expert guidance and support every step of the way. From building a secure future to maximizing returns, we're here to help you take control of your investments.
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