FREQUENTLY ASKED QUESTIONS
Questions about Marrero Wealth.
Is Marrero Wealth independent?
Yes. We are completely independent, which means we are not affiliated with any large institution and are free to find the solutions that are right for you, not the solutions that benefit us.
What does getting started look like?
We begin with a thorough discovery conversation to understand your goals, your concerns, and your full financial picture. From there we develop a personalized plan and walk you through every part of it before we ever take action.
How do you charge for your services?
Our fee structure is transparent and disclosed upfront. On products we recommend, our only incentive is your financial wellbeing.
Do you work with people who are still working, or only retirees?
Both. We work with individuals approaching retirement, those already retired, business owners, and multigenerational families. The common thread is that our clients are serious about their financial future and want a real partner.
How many clients do you work with?
We intentionally keep our client list small so that every person we serve receives the time, attention, and depth of planning they deserve. We are not trying to grow as large as possible.
How often will we meet?
Typically twice a year in structured meetings - one focused on your investments, and one on financial planning. We are also available whenever life brings a question or a change that needs attention.
Is there a minimum to work with Marrero Wealth?
Most of our clients have $1 million or more in investable assets, and the comprehensive planning we do is designed for that level of complexity and need. But we are also a relationship-driven firm, and relationships do not always come with a dollar amount attached. We regularly make exceptions for people referred to us by existing clients and trusted connections. If you are wondering whether we are a fit, the answer is: let us find out together.
Questions commonly asked.
What is the difference between a financial advisor and a wealth manager?
A financial advisor typically focuses on investment management. A wealth manager takes a broader view covering retirement planning, taxes, estate planning, risk, and more. We work to coordinate everything in one comprehensive relationship.
How often will I hear from my advisor?
At a minimum, you should meet with your advisor at least once a year to review your plan. Many clients benefit from two structured meetings per year, with additional communication as life events and questions arise.
How do I know if an advisor is acting in my best interest?
Look for an advisor who is a fiduciary, meaning they are legally required to put your interests first. Independent, fee-based advisors are generally free from the conflicts of interest that come with commissions or institutional affiliations.
What should I look for when choosing a financial advisor?
Look for a fiduciary, relevant credentials, independence, a clear fee structure, a process that goes beyond investments, and someone whose communication style and values match yours.
How much money do I need to work with a wealth management firm?
Requirements vary by firm. The more important question is whether the firm is equipped to address your full financial picture, not just manage a portfolio.
