MARBLE TRAIL ADVISORS
Middlebury, Vermont
5.0
2 Reviews
Marble Trail Advisors, a local investment advisory firm headquartered in Middlebury, VT, is dedicated to providing comprehensive financial solutions. With two offices, they boast a team of eight talented professionals, five of whom specialize in delivering exceptional investment advisory services. With an average of $63,700,000 in assets under management per investment advisor, Marble Trail Advisors aligns with the industry average. Their compensation structure offers flexibility, encompassing various options such as a percentage of assets under management and fixed fees. While their focus primarily revolves around discretionary ...
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Assets Under Mgmt

$318.51M

Investment Professionals

5

Locations

1

% 401K & Individual

16%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
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