The Marshall Financial Group provides wealth management, consulting, and investment management services to individuals, pension plans, trusts, estates, and businesses. Wealth management includes educational funding, tax planning, retirement planning, and estate planning. Investment management involves managing client portfolios with individual securities, mutual funds, and ETFs. The firm may recommend independent investment managers.
Assets Under Management$870M
Clients515
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
For investment management only clients, the fee is 0.25% higher for each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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