Advisor at Marshall Investment Management, LLC
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Firm
Marshall Investment Management, LLC
Location
Greenwood Village, CO 80111
Credentials
CFP®, ChFC®, Series 63
Industry experience
32 years
Todd Kirsch is a CFP® and ChFC® with 32 years of industry experience. He is currently with Marshall Investment Management, LLC and has prior experience at LPL Financial and Raymond James Financial Services. Outside of his advisory work, Kirsch is also active as a musician. Marshall Investment Management serves individuals, retirement plans, trusts, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm’s investment approach includes diversified asset allocation and combines bottom-up, top-down, and tactical analysis to align portfolios with client objectives, offering ongoing wealth management through its Advisor Managed Portfolios platform and LPL-sponsored programs.
Based on Marshall Investment Management, LLC
Based on Marshall Investment Management, LLC
Financial planning flat fee between $2,500 and $15,000; financial consulting flat fees up to $15,000 per year.
IARs may receive commissions from securities transactions and insurance products, commissions do not offset advisory fees.
Financial planning hourly rate up to $500 per hour; financial consulting hourly fees range from $200 to $500 per hour.
Ongoing financial planning services at $200 per month.
Fee-only: Financial planning flat fees range from $2,500 to $15,000; ongoing financial planning services $200 per month; financial consulting hourly fees range from $200 to $500 per hour; flat fees for ongoing financial consulting service up to $15,000 per year.
5251 Dtc Parkway, Suite 1185
Greenwood Village, CO 80111
Colorado · Florida
Marshall Investment Management, LLC
2020 - Present (6 years)
LPL FInancial, LLC
2020 - Present (6 years)
Raymond James Financial Services Advisors Inc.
2013 - 2020 (7 years)
Raymond James Financial Services, Inc.
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
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CFP®, Series 63, Series 65, Series 66
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46 North Financial
Series 63, Series 65
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Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
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