Marshall Point Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,150,620
Total clients
11
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$1,013,693
Client services
Portfolio management
Fee options
Between $500 and $1,000 for portfolio analysis
$0 - $2,500,000: 1% annually $2,500,000 - $5,000,000: 0.60% annually $5,000,000+: Negotiable
$150 per hour
Fee-only: Fees based on portfolio size, no commissions
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Marshall Point Advisors LLC
Port Clyde ME, United States
Number of offices
1
Forms ADV
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