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
About
The firm provides investment management to individual and high-net-worth clients and manages a small, highly concentrated client roster (about 11 clients and roughly $11 million in assets). It operates as a fee-only advisor that charges percentage-of-AUM fees for ongoing portfolio management and also offers standalone portfolio analysis and consulting on an hourly or fixed-fee basis.
Investment decisions are built around a disciplined, research-driven framework that combines charting, fundamental and technical analysis, model portfolios, and diversification across domestic and international equities and cash. The firm describes itself as tactical in implementation, using loss guidelines, position trimming, and temporary increases in cash to reduce exposure during extended market weakness.
Compared with peers, the practice is notable for its very small scale and individualized focus, with a sole advisor who maintains other business interests but devotes the majority of time to a limited number of clients. Operationally, the firm does not take custody of client assets, does not aggregate (block) trades, and conducts at least monthly account reviews with annual performance reporting.
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Marshall Point Advisors LLC
Port Clyde ME, United States
Number of offices
1
Forms ADV
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