Pricing Details

Financial Planning Services:

Our first meeting is a free Get Acquainted meeting to discuss your situation and discover how Andrew Marshall Financial, LLC can best help you.  After establishing your financial planning needs and desires, Andrew Marshall Financial, LLC provides an estimate range for the cost of our fee-only services.

The estimate range depends on the complexity and number of hours of advisor work needed.  The top of the range is the maximum you could be charged.  We accept payment by check or PayPal.  We do not accept cash or credit cards.

Click here to begin the financial planning process.

 

Investment Management Services:
Assets Under Management
Annual Advisory Fee (% of AUM)
First $2,000,000 1.2%
Next $2,000,000 0.9%
Above $4,000,000 0.6%

Annual Fees are calculated as a percentage of assets under management (AUM) according to the table above. AMF has sole discretion to waive or alter such fees for certain clients and the final fee schedule is included in each client’s Investment Management Agreement.