Marshall Financial is a fee-based registered investment advisor that acts as a fiduciary, putting client interests first. They offer financial planning, consultation services, retirement plan services, and investment management. Financial planning and consultation are project-based, while investment management and retirement plan services are ongoing. Marshall Financial works with clients to determine their needs, goals, and risk tolerance to develop suitable strategies.
Assets Under Management$200K
Clients13
Advisors1
Avg. per Client$15K
Avg. per Advisor$200K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable and based on the nature, scope, and complexity of services, pre-existing relationships, and is agreed on at the time of engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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