Marchand Faries Financial Management is a fee-only financial advisor offering investment management and financial planning services to individuals and businesses. Services include investment management, retirement planning, trust advisory, tax services, estate planning, family legacy planning, and charitable gifting. They customize investment portfolios based on your risk tolerance and financial goals, and monitor and rebalance portfolios as needed. They require discretionary authority to manage your account.
Assets Under Management$140M
Clients90
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Related accounts may be aggregated for fee calculation purposes. Other fees may be negotiated in special cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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