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. They manage client portfolios 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
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
Wealth management and consulting fees range up to $5,000 per quarter on a fixed fee basis and from $200 to $400 on an hourly basis. Certain administrative services are billed between $150 and $180 per hour. Investment management fees are based on a percentage of assets managed. For clients receiving both investment and wealth management/coaching, the fee is 0.60% on the first $3,000,000, 0.55% on the next $2,000,000, and 0.45% on assets exceeding $5,000,000. Investment management-only clients pay an additional 0.25% on each tier. Retirement plan consulting fees range from 0.25% to 0.60%. A minimum annualized fee of $2,500 applies to retirement plan consulting services.
Areas of Practice
Location
33 West Court Street, Doylestown, PA, 18901
