Charles Marsh
Charles Marsh is a registered investment advisor at Marsh Financial Group, based in Cincinnati, OH, with 28 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $9.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MFG charges a percentage of your portfolio's value each quarter. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. Accounts with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee. Fees may be negotiable.
Location
Cincinnati, OH
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Regulatory History (1)
Regulatory
February 2013Other Business ActivitiesSells Insurance
Charles is an insurance agent for various insurance product sponsors, conducting this activity in conjunction with his investment advisory activities. This activity takes minimal time.
Employment History
Current Registrations
Marsh Financial Group
Previous Registrations
Nationwide Securities, LLC
Nationwide Securities, LLCBroker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Money Concepts Capital CORP
Money Concepts Capital CORPBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Fidelity Brokerage Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.