Marshall Point Advisors offers investment management services using various asset classes, including domestic and international stocks, and cash. The firm focuses on providing personalized attention and crafting individual portfolios based on quantifiable research and analysis, risk-reward factors, and strong fundamentals. Marshall Point Advisors also provides portfolio analysis on a consulting basis.
Assets Under Management$11M
Clients11
Advisors1
Avg. per Client$1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...