Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are detailed in the Wrap Fee Program Brochure. Financial planning and consulting are charged hourly (up to $500/hour) or flat fee (up to $10,000), based on complexity. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00%) or a flat fee (up to $100,000) if the client has $2,500,000 or greater in AUM with the firm. Clients may also be subject to fees imposed by the DAF sponsor or Schwab for trustee services.
Areas of Practice
Advisor Information
Office location
455 Route 304, Bardonia, NY, 10954
Get directionsRegulatory History (2)
Customer Dispute
September 2014Customer Dispute
August 2010Other Business ActivitiesSells Insurance
Marshall sells fixed insurance products, including life, health, long-term care, property & casualty, and disability insurance, dedicating about a quarter of his time to this. He also provides business reorganization consulting and works as an Investment Advisor Representative (IAR) with Onyx Bridge Wealth Group, spending about half his time on this.