Tiffany Marshall
Tiffany Marshall is a registered investment advisor at Marshall Financial, based in Myrtle Beach, SC, with 1 years of industry experience. Tiffany 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, Investment Management, Retirement Planning. Their firm serves 13 clients with $200K 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 $1.0M | 1.50% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable and based on the nature, scope, and complexity of services, pre-existing relationships, and is agreed on at the time of engagement.
Fee Estimator
Location
Myrtle Beach, SC
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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
Tiffany is an independent insurance agent doing business under the name Marshall Financial at the Investment Adviser's office location. This activity may take about 10-20% of Tiffany's time.
Employment History
Current Registrations
Marshall Financial
State Registrations1 state
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.