Marshall Mccormick
Marshall Mccormick is a CFP-designated registered investment advisor at Fingerlakes Wealth Management, INC., based in Ithaca, NY, with 4 years of industry experience. Marshall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 567 clients with $230M 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 $250K | 1.00% |
| $250K - $500K | 0.97% |
| $500K - $750K | 0.95% |
| $750K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable in certain circumstances.
Fee Estimator
Location
450 North Aurora Street, Ithaca, NY, 14850
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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 Activities
Marshall is a director on the board of directors for Finger Lake Reuse, a non-profit in materials management, spending minimal time per month. Marshall also owns and manages short-term rental properties, dedicating minimal time per month.
Employment History
Current Registrations
Fingerlakes Wealth Management, INC.
State Registrations1 state
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