Marshall Investment Management offers investment, wealth management, and financial planning services. They manage investment portfolios based on client goals and risk tolerance, allocating assets among various investment types. Financial planning services cover estate, tax, charitable giving, cash flow, and wealth transfer objectives. They also offer access to LPL Financial sponsored advisory programs and third-party money managers.
Fee Structure
Marshall Investment Management manages investment portfolios for a fee, which covers advisory services, transaction costs, and account maintenance. The maximum annual advisory fee is 1.50% of the portfolio's value. The fee is billed quarterly in advance, based on the previous month's ending balance. Fees may be negotiable based on account size or complexity. Clients can terminate the agreement with written notice, and unearned fees will be refunded.