Marisa Shalz is a registered investment advisor at Figure 8 Investment Strategies LLC, based in Boise, ID. Marisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 182 clients with $200M 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 | 1.25% |
| $1.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Comprehensive Investment Management Fees. Stand-Alone Investment Management Fees: Up to $1,000,000: 0.80%, $1,000,001 - $10,000,000: 0.60%, $10,000,001 and up: 0.40%. Fees and minimums may be negotiable.
Fee Estimator
Location
1410 W Washington St, Boise, ID, 83702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Figure 8 Investment Strategies LLC
State Registrations2 states
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