John Marshall
John Marshall is a registered investment advisor at Advisor Share Wealth Management, LLC, based in Sarasota, FL, with 2 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,521 clients with $380M 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 | 1.90% |
Fees are individually negotiated and generally range from 0.50% to 1.90% of assets under management. A $30 annual technology fee also applies per account.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
Regulatory History (2)
Civil
June 2020Regulatory
February 2016Employment History
Current Registrations
Advisor Share Wealth Management, LLC
Previous Registrations
Centaurus Financial, INC.Broker
Aura Financial Services, INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
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
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