Scott Marsh Financial, LLC offers portfolio management using mutual funds and exchange traded funds, tax advice and return preparation, real estate services including advice and property management, and financial advising services such as retirement and estate planning. Services are tailored to individual needs. Orion Advisor Services provides administrative support but does not act as an investment advisor.
Assets Under Management$230M
Clients220
Advisors2
Avg. per Client$1M
Avg. per Advisor$120M
www.facebook.com/scottmarshinsights/?rf=4417710... ·www.scottmarsh.com ·www.linkedin.com/company/scott-marsh-financial
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...