Marshall+Sterling Wealth Advisors, Inc. offers customized investment management and comprehensive financial planning services to individuals, pension plans, trusts, estates, and corporations. The firm primarily operates through a wrap fee program, building tailored portfolios using mutual funds and exchange-traded funds based on disciplined investment strategies like core capital, income, growth, and specialty themes. In addition to direct portfolio management, Marshall+Sterling provides access to various advisory platforms, including model portfolios, automated investment programs, and custom separate account platforms. Financial planning covers a broad range of topics including retirement, insurance, education, estate planning, tax strategies, and cash flow analysis. The firm also offers retirement plan consulting for employers and plan participants. Marshall+Sterling acts legally required to act in your best interest when providing investment advice for retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual investment management fees generally vary between 0.50% and 1.80% based on asset value and services. Fees are negotiable and can be higher for extraordinary circumstances or specialized strategies.