Marsh Wealth Management offers portfolio management services tailored to individual client goals and risk tolerance. They use an Investment Bucket Strategy for complex situations. They also advise on 401(k) allocations. Financial planning covers investments, insurance, taxes, retirement, college, and debt. Marsh Wealth Management acts as a promoter of Absolute Capital and co-advisor to clients on portfolio allocations in their 401(k), 403(b) and similar plan types under a program called 401K CoPilot.
Assets Under Management$180M
Clients181
Advisors3
Avg. per Client$1M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.55% |
Fee schedule is for assets held at Charles Schwab and Co. Institutional Custodian. Fees for Trade-PMR/First Clearing accounts are typically 1.00%. Fees for held away accounts are 0.80%. 401K EZInvest service is offered at 0.35%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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