Marshall Wealth Management works with clients to define financial objectives and develop strategies to reach those objectives. They offer financial planning, investment supervisory services, and investment advice as part of an ongoing financial relationship. Services include budgeting, debt management, investment planning, tax reduction strategies, retirement planning, and estate planning.
Assets Under Management$6.2M
Clients92
Advisors1
Avg. per Client$67K
Avg. per Advisor$6.2M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees for portfolios over $1,000,001 are negotiable. The 1.5% fee for portfolios between $25,000 and $500,000 is based on client service reviews, 24/7 web based access & miscellaneous support.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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