Kristin Schoenfelder
Kristin Schoenfelder is a CFP-designated registered investment advisor at Marshall Investment Management, LLC, based in Greenwood Village, CO, with 15 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 587 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marshall Investment Management manages investment portfolios for a fee, which covers advisory services, transaction costs, and account maintenance. The maximum annual advisory fee is 1.50% of the portfolio's value. The fee is billed quarterly in advance, based on the previous month's ending balance. Fees may be negotiable based on account size or complexity. Clients can terminate the agreement with written notice, and unearned fees will be refunded.
Location
5251 Dtc Parkway, Suite 1185, Greenwood Village, CO, 80111
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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 →Other Business ActivitiesSells Insurance
Kristin is a general agent selling non-variable insurance, including LTC and term life, dedicating minimal time to this activity. She also provides investment advisory services through Marshall Investment Management, where she is a Vice President and 15% owner, spending nearly full-time on this activity, and is a Notary Public for the State of Colorado, dedicating minimal time to this activity.
Employment History
Current Registrations
Marshall Investment Management, LLC
LPL Financial LLCBroker
Previous Registrations
Personal Benefit Services of Colorado, INC.
Royal Alliance Associates, INC.Broker
State Registrations3 states
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