Marshall+Sterling Wealth Advisors provides investment management and financial planning services. They work with clients to create customized investment strategies based on their individual goals. Services are offered through the Marshall+Sterling Wrap Fee Program, primarily using mutual funds and exchange-traded funds (ETFs). They also offer financial planning services on investments, insurance, retirement, education, estate, and tax planning.
Fee Structure
Marshall+Sterling's annual investment management fee, for clients not in the wrap fee program, varies between 0.50% and 1.80% of the value of your portfolio, charged quarterly in advance. Fees can be higher or lower in extraordinary circumstances. The firm may charge a fee at the higher end of the range for the momentum strategy.