How does the advisor help clients – Key Takeaways:
MARSHALL POINT ADVISORS LLC provides comprehensive financial planning and investment management services to individuals, families, and businesses. With a team of experienced financial professionals, the firm helps clients achieve their financial goals by creating customized strategies and providing ongoing support and guidance. The following are some key takeaways on the firm’s approach and services:
- Offers personalized and tailored financial solutions based on individual goals and risk tolerance.
- Provides ongoing support and guidance to clients throughout their financial journey.
- Utilizes a holistic and comprehensive approach to financial planning, taking into account all aspects of a client’s financial situation.
- Employs a team-based strategy, leveraging the expertise of multiple advisors to provide a well-rounded and thorough approach to financial management.
Facts and Insights
Founded in 2010, MARSHALL POINT ADVISORS LLC has quickly established itself as a reputable and reliable financial advisory firm. Over the years, the firm has helped numerous clients achieve their financial goals, building a strong reputation for its personalized and results-driven approach. The firm’s team of advisors has a wide range of expertise and experience in various financial areas, allowing them to provide comprehensive and sound advice to clients. The following table highlights some important numbers and insights about the firm.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 10+ years |
Financial Services Offered
MARSHALL POINT ADVISORS LLC offers a wide range of financial services to help clients achieve their financial goals. The firm takes a comprehensive approach to financial planning and investment management, considering all aspects of a client’s financial situation. Some of the key services provided by the firm include:
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
MARSHALL POINT ADVISORS LLC works with a diverse range of clients, including individuals, families, and businesses. The firm’s team of advisors has the experience and expertise to address the unique financial needs and goals of each client. The firm’s client base includes:
- High net worth individuals
- Retirees
- Small business owners
- Professionals
- Corporate executives
Fees & Compensation
As a fee-based advisory firm, MARSHALL POINT ADVISORS LLC charges clients based on a percentage of their assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the firm’s compensation is tied to the performance of clients’ portfolios. The firm also offers hourly and project-based fees for specific services, allowing clients to choose the fee structure that best suits their needs.
Background
The founding partners of MARSHALL POINT ADVISORS LLC have over 50 years of combined experience in the financial industry. The firm was established with a vision to provide personalized and results-driven financial solutions to clients, and that vision remains at the core of the firm’s operations. Over the years, the firm has expanded its team and services, while maintaining its commitment to delivering exceptional client service and results.
Financial Advisor Disclosures to Know
MARSHALL POINT ADVISORS LLC is a registered investment advisor and operates in accordance with the Securities and Exchange Commission (SEC) regulations. The firm’s advisors are held to the fiduciary standard, which requires them to always act in the best interests of clients. The firm’s Form ADV, which provides information about the firm’s business practices, fees, and conflicts of interest, is available to clients and can be found on the SEC’s website.