Michael Marsh is a registered investment advisor at Marsh Wealth Management, LLC, based in Knoxville, TN, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 181 clients with $180M 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 $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.55% |
Fee schedule is for assets held at Charles Schwab and Co. Institutional Custodian. Fees for Trade-PMR/First Clearing accounts are typically 1.00%. Fees for held away accounts are 0.80%. 401K EZInvest service is offered at 0.35%.
Fee Estimator
Location
504 Ebenezer Road, Knoxville, TN, 37923
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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
Michael is an owner of Marsh Professional Group, a registered Certified Public Accounting firm in Tennessee. He actively participates in managing the business, which provides risk management and tax filing services.
Employment History
Current Registrations
Marsh Wealth Management, LLC
State Registrations2 states
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