Marsh Financial Group (MFG) offers investment advice to individuals, high net worth individuals, and trusts. MFG creates custom investment plans based on your goals, risk tolerance, and financial situation. MFG manages your investments using low-cost mutual funds, exchange-traded funds (ETFs), stocks, and bonds. MFG also offers retirement plan consulting services to small businesses, assisting with plan selection, enrollment, and education.
Fee Structure
MFG charges a percentage of your portfolio's value each quarter. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. Accounts with multiple objectives, specific reporting requirements, or portfolio restrictions may be charged a higher fee. Fees may be negotiable.