The Marshall Financial Group, INC
Assets Under Management
$866.4M
Number of Clients
515
Number of Advisors
11
Average Client AUM
$1.7M
AUM per Advisor
$78.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Marshall Financial Group offers wealth management, consulting, and investment management services. Wealth management includes educational funding, tax planning, cash management, retirement planning, estate planning, and more. Investment management is offered on a discretionary or non-discretionary basis, primarily allocating assets among individual debt and equity securities, options, mutual funds, ETFs, and independent managers.
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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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & Coaching
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Location
33 West Court Street, Doylestown, PA, 18901
