Marshall Wealth Management, LLC
Marshall Wealth Management, LLC (CRD# 123661) is a financial advisory firm headquartered in Houston, TX. They manage $2,000,000 in 58 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts58ACCOUNTS
Average Account Value$34,483
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
James Marshall (CRD# 1947199) is an Investment Advisor Representative working at Marshall Wealth Management, LLC in Houston, TX and has over 24 years of experience in the finance industry.