Marshall & Sterling Wealth Advisors, INC.
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
About This Firm
Marshall+Sterling Wealth Advisors offers investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. They develop customized investment strategies based on individual goals and objectives. The firm manages client investment portfolios on a discretionary or non-discretionary basis and provides wealth management services including financial planning and consulting.
Fee Structure
The firm's annual investment management fee varies between 0.50% and 1.80% depending on the market value of assets under management and the type of investment services rendered. Fees can fall outside this range for extraordinary circumstances. Financial planning fees range from $500 to $10,000 on a fixed fee basis, depending on the level and scope of services. Retirement plan consulting fees vary within a general range of 0.24% - 1.00%.
Areas of Practice
Location
278 Mill Street, Suite 301, Poughkeepsie, NY, 12601