Mycha Marshall
Mycha Marshall is a CFP-designated registered investment advisor at T. Rowe Price Advisory Services, INC., based in Owings Mills, MD, with 9 years of industry experience. Mycha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 13,517 clients with $5.9B 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 | 0.90% |
The gross advisory fee is up to 0.90% and is offset by the underlying operating expenses of the proprietary funds held in the account, resulting in an estimated net advisory fee ranging from 0.43% to 0.56% depending on the model portfolio.
Fee Estimator
Location
4525 Painters Mill Road, Owings Mills, MD, 21117
Get directionsHistory
Regulatory History (1)
Financial
April 2018Other Business Activities
Mycha has a small tax practice providing tax services since 1996, dedicating a few hours per week. She also runs Savy Money Matters, a financial literacy and coaching business started in 2022, also taking a few hours per week.
Employment History
Current Registrations
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.
T. Rowe Price Investment Services, INC.Broker
Previous Registrations
Bestgate Wealth Advisors, LLC
Private Advisor Group, LLC
Wealth Asset Management, INC.
Court Place Advisors LLC
State Registrations53 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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