Michael Marsh
Michael Marsh is a registered investment advisor at Princeton Global Asset Management LLC, based in Chevy Chase, MD, with 24 years of industry experience. Michael 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, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M 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 |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.
Fee Estimator
Location
Chevy Chase, MD
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 Activities
Michael is a board member for the Jesuit Volunteer Corps (JVC) USA, offering advice for program growth. This activity requires minimal time.
Employment History
Current Registrations
Princeton Global Asset Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northern Trust Investments, Incorporated
Northern Trust Securities, INC.Broker
Rockefeller & CO., INC.
Potomac Capital Markets, LLCBroker
Lynx Investment Advisory,llc
Ln Securities, INC.Broker
PNC Capital Markets LLCBroker
Suntrust Securities, INC.
Suntrust Securities, INC.Broker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
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.
Exams
More Advisors
- Matthew Gelfand, CFA, CFPPrinceton Global Asset Management LLC
- Harold Zirkin, CFAHz Investments INC.
- Jose Sobrado, CFAMg Capital Partners, LLC
- Sergio Fuente, CFPPersonal Financial Partners
- Steven Ross, CFPRBC Capital Markets, LLC
- Daniel Kane, CFACarderock Capital Management, INC.