Brian Marshall is a CFA-designated registered investment advisor at Agincourt Capital Management, LLC, based in Richmond, VA, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 193 clients with $10B 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 $25.0M | 0.25% |
| $25.0M - $100.0M | 0.20% |
| $100.0M - $150.0M | 0.15% |
| $150.0M - $200.0M | 0.10% |
| $200M+ | 0.05% |
Fees are negotiable for certain customized investment services at the firm's discretion. Special customized investment services range from 0.25% to 0.04%.
Fee Estimator
Location
200 S 10th STREET, Suite 800, Richmond, VA, 23219
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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 →Employment History
Current Registrations
Agincourt Capital Management, LLC
State Registrations2 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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