How does the advisor help clients – Key Takeaways:
Marshall Wealth Management, LLC (MWM) prides itself on being a financial expert dedicated to helping individuals and families reach their financial goals. MWM offers a wide range of financial services and caters to various client types, providing personalized and comprehensive solutions. With a transparent fee structure and a commitment to ethical practices, MWM has built a solid reputation in the financial industry.
Facts and Insights
MWM was founded in 2005 by John Marshall, a seasoned financial advisor with over 20 years of experience. The firm operates with a team of 8 advisors and currently manages over $500 million in assets. MWM has gained recognition for its consistent growth and has been featured in several financial publications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | Founded in 2005 (15 years) |
Financial Services Offered
MWM offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm’s experienced advisors work closely with clients to create customized plans that align with their financial goals and risk tolerance.
Client Types
MWM caters to a diverse group of clients, including high-net-worth individuals, families, and small business owners. The firm also serves non-profit organizations and trusts.
Fees & Compensation
MWM has a transparent fee structure and acts as a fiduciary, meaning the firm always puts the client’s interests first. The firm charges a percentage of assets under management (AUM) as a management fee, which can range from 0.5% to 1.5%, depending on the size of the account. MWM also offers hourly and project-based financial planning services at a rate of $250 per hour.
Background
John Marshall, the founder of MWM, has been in the financial services industry since 1985. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. Marshall is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
MWM has a clean record with no disciplinary actions or regulatory sanctions. The firm has a strict code of ethics in place and ensures that all advisors adhere to it at all times. MWM also discloses any potential conflicts of interest to its clients, reflecting its commitment to transparency and ethical practices.