Scott Marsh Financial, LLC provides personalized portfolio management, tax advice and return preparation, real estate consulting, and financial planning services including retirement and estate planning. The firm has been owned and operated by Scott Clyde Marsh since 1994. Investment portfolios are built using diversified mutual funds and exchange-traded funds, tailored to individual client goals and risk tolerance. The firm uses its authority to make trades without asking first, selecting allocations and rebalancing accounts as needed. Scott Marsh Financial also creates specialized portfolios for fixed income or tax mitigation, and offers a stock strategy focused on United States demographics. Clients work directly with the principal advisor, who holds advanced degrees and professional designations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are subject to negotiation. Billed monthly in advance.