With the complexity of today's marketplace, it is critical for us to understand who you are and what you want to accomplish financially. We take the time to discover a clearer picture of your personal finances, investment return expectations, time horizon, and risk tolerance so that we can develop a successful investment strategy and tailored asset allocation guideline unique to your investment objectives.
Some Frequently Asked
Are you a Fiduciary?
Marietta Wealth serves as a Fiduciary on our client’s accounts. This is the highest standard of care in the advisory relationship. Why? We are obligated, both legally and ethically, to do what is in our client’s best interest.
Is your firm a Fee-Only or a Fee-Based Investment Advisor?
Marietta Wealth is a fee-only financial advisor. We believe in complete transparency in the client/advisor relationship. We only receive payment from our clients and not through selling third-party products. Some financial advisory firms are fee based and sell products like insurance, real estate partnerships, mortgages and investment banking services.
How do you invest client accounts?
Marietta Wealth primarily uses individual common stocks and exchange-traded funds for a client’s accounts. We focus on high-quality individual common stocks with minimal turnover in the portfolio. However, we routinely review our equity holdings and take advantage of any buying opportunities. In particular, we look for a security that may decrease in value and become a compelling opportunity to add to our current position.
How do I start to work with Marietta Wealth?
It’s easy to become a Marietta Wealth client. You sign an Investment Advisory Agreement, and we then prepare the necessary forms to establish accounts at the custodian.
Who is the primary custodian for client assets?
We use the following custodians to hold client assets: Charles Schwab, Interactive Brokers and TD Ameritrade.
What happens to my existing investments if I begin working with Marietta Wealth?
The custodians we work with can hold a wide variety of investments. Therefore, we are able to review a client’s existing holdings to determine investments that should be retained or sold. During this review process, we pay special attention to tax implications and client preferences about existing investments.