The Marshall Financial Group LLC offers personalized investment management and financial planning services. The firm designs unique portfolios based on individual risk tolerance and objectives, investing through mutual funds, exchange-traded funds, and individual stocks. Services cover retirement planning, estate planning, education funding, budgeting, and cash flow analysis. The Marshall Financial Group also monitors and manages accounts held away from the firm using specialized technology. The firm works with individuals, businesses, pension and profit-sharing plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees do not exceed 3% per year and are negotiable based on account size and service complexity. Subject to a minimum annual fee of up to $5,000.