Michael Marshall
Michael Marshall is a registered investment advisor at Capital Analysts, based in Braintree, MA, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
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.