Michael Marshall
Michael Marshall is a registered investment advisor at Capital Analysts, based in Braintree, MA, with 34 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
35 Braintree Hill Office Park - Ste 204, Braintree, MA, 02184
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1999Other Business ActivitiesSells Insurance
Michael is president of a charitable foundation, sells fixed life and annuity insurance products, owns rental real estate, and is president of Marshall Wealth Management. He also owns 25% of a bar & grill as a silent partner.
Employment History
Current Registrations
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts, IncorporatedBroker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations20 states
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.
Exams
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