Scott Marsh is a ChFC-designated registered investment advisor at Scott Marsh Financial, LLC, based in Salt Lake City, UT, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 2 more. Their firm serves 220 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Location
Salt Lake City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott owns The Professional Education Institute/Scott Marsh Education Institute, a sole proprietorship focused on education, tax preparation, and planning. He dedicates minimal time to consulting duties.
Employment History
Current Registrations
Scott Marsh Financial, LLC
State Registrations1 state
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