Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
515 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$866.4M
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Investment management-only clients pay an additional 0.25% on each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Donald Robert Scholz
Location
33 West Court Street, Doylestown, PA, 18901
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald co-owns seasonal rental real estate in Ocean City, NJ with his spouse. He spends minimal time on this activity during the season (May-September) and no time during securities trading hours.
Employment History
Current Registrations
The Marshall Financial Group, INC
February 1994 - Present · 32 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
Contact
Donald Robert Scholz