Marathon Wealth Management, Inc.

Marathon Wealth Management, Inc. is a registered investment advisor established in June 2015 and registered with the U.S. Securities and Exchange Commission in September 2017. The firm specializes in offering investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. As a fiduciary, Marathon upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides wealth management services, including comprehensive financial planning and consulting, and investment management services tailored to each client's goals and risk tolerance. Marathon's investment approach is primarily long-term focused, utilizing fundamental, technical, cyclical, and charting analysis methods. The firm constructs investment portfolios using low-cost, diversified mutual funds, exchange-traded funds (ETFs), individual stocks, bonds, or options contracts. Clients have the opportunity to place reasonable restrictions on the types of investments held in their portfolios. The fee structure for wealth management services includes fixed fees based on factors like the scope of services, assets under management, and the overall relationship with the advisor. Marathon does not charge performance-based fees and does not receive compensation for securities transactions other than advisory fees. The firm does not manage or place client assets into wrap fee programs. Marathon does not accept or maintain custody of client accounts and has implemented security measures to protect clients' personal information. The firm shares personal information with non-affiliated third parties only for servicing client accounts and does not disclose information for marketing purposes. Clients have the right to limit the sharing of their personal information. Marathon's Privacy Policy ensures the security and confidentiality of clients' personal information and outlines how information is collected, shared, and protected. Clients are provided with a copy of the Privacy Policy annually and will be notified of any material changes.