Monique Marshall
Monique Marshall is a registered investment advisor at Life by Design Investment Advisory Services, based in Dana Point, CA, with 23 years of industry experience. Monique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 54 clients with $48M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
For clients with a net worth of at least $10 million, the annual investment management fee will be based on a flat 0.50% of net worth.
Fee Estimator
Location
34179 Golden Lantern, Suite 101-E, Dana Point, CA, 92629
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Monique sells life and long-term care insurance through a general agent and is paid commission. She also authored the MYGOALS book, dedicating minimal time to this activity.
Employment History
Current Registrations
Life by Design Investment Advisory Services
Previous Registrations
Advisory Services Network
Life by Design Advisory Services
J. W. Cole Advisors, INC.
Financial Advisers of America, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Crown Capital Securities, L.P.
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.