The Marshall Financial Group works with clients to assess their assets and determine the return needed to meet their goals. They help clients determine their risk tolerance, financial objectives, and investment suitability, then design a portfolio to meet those goals. Services include budgeting, cash flow analysis, education planning, retirement planning, legacy/estate planning, and investment analysis and planning. They invest through mutual funds and managed stock accounts (stocks and ETFs).
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees for investment management do not exceed 3% per year of the assets under management. However, The Marshall Financial Group may negotiate lower fees based on percentages under management with clients based on account size and the scope and complexity of the services to be performed.