Samantha Chavarria
Samantha Chavarria is a registered investment advisor at Marshall Investment Management, LLC, based in Greenwood Village, CO, with 2 years of industry experience. Samantha 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.
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Learn about disclosures →Other Business Activities
Samantha operates Cavill and Company as a DBA for her LPL business, dedicating full-time hours to it. She also works part-time as a bartender/server at Ruby Tuesday, dedicating about 10-20% of her time to this non-investment related activity.
Employment History
Current Registrations
Marshall Investment Management, LLC
LPL Financial LLCBroker
State Registrations1 state
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