Compensation & Fees

How do I pay you for your work?

It's never easy to ask, but at Marshall Associates, we welcome this question.  Clarity about fees is vital to a successful working relationship.

Every client is unique.  As for fees, our compensation depends on how you wish to work with us.  With four options available, 'Fiduciary' (fee only), 'Best Interest' (traditional per transaction), Flat-Rate (one time and/or recurring) or Hourly, how we are compensated is entirely up to you.  Regardless of which option you prefer, rest assured, our focus will always be on you and your well-being.

At Marshall Associates, we make planning advice easy and affordable for everyone. Call us to discuss which option may be right for you.

OPTIONS:

• 'Fiduciary'  (fee only)
• 'Best Interest' (traditional per transaction)
• Flat-Rate (one-time and/or recurring)
• Hourly

Note that fees for Financial Planning, Financial Counseling & Portfolio Review may be waived if client has assets under management with us.  Otherwise, these services will be billed at flat and/or hourly rates.