Assets Under Management
$995.8M
Number of Clients
1,009
Number of Advisors
7
Average Client AUM
$987K
AUM per Advisor
$142.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Marshall+Sterling Wealth Advisors provides investment management and financial planning services. They manage client portfolios on a discretionary or non-discretionary basis and offer wealth management services including advice on investments, insurance, retirement, education, estate, and tax planning. They primarily allocate assets among no-load mutual funds and ETFs.
278 Mill Street, Suite 301, Poughkeepsie, NY, 12601