The Marshall Financial Group LLC
Assets Under Management
$593.0M
Number of Clients
914
Number of Advisors
11
Average Client AUM
$649K
AUM per Advisor
$53.9M
Compensation
Fee-Only (AUM)
About This Firm
The Marshall Financial Group LLC provides investment advisory services, including budgeting, cash flow analysis, education planning, retirement planning, legacy/estate planning, and fee-based asset management. They invest through mutual funds and managed stock accounts, tailoring portfolios to client goals and risk tolerance. They also offer Pontera services to monitor held-away assets and provide educational seminars.
Fee Structure
Investment management fees do not exceed 3% per year of assets under management, and may be negotiable based on account size and service complexity. There is a minimum annual fee, not to exceed $5,000. Clients can terminate the advisory relationship with two weeks' written notice, with fees prorated accordingly. Clients are responsible for paying fees associated with investing, such as mutual fund loads, ETF management fees, and brokerage costs. Pontera services charge TMFG for assets held away.
Areas of Practice
Location
225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031