Marshall Investment Management, LLC

Marshall Investment Management, LLC is a Registered Investment Adviser established in 2015, located in Greenwood Village, CO. The firm specializes in helping clients build, manage, and preserve their wealth through personalized investment strategies. They offer discretionary and non-discretionary investment services, including the Advisor Managed Portfolios (AMP) Platform, financial planning, and services through LPL Financial's programs. Marshall Investment may accept accounts with certain restrictions if circumstances warrant. Clients have the option to leave standing instructions to refrain from investing in particular industries or securities. The firm charges a maximum annual advisory fee of 1.50% and may adjust fees based on account size, complexity, or activity. Financial planning fees range from $2,500 to $15,000 or $200 per month for ongoing services. Marshall Investment does not charge performance-based fees or engage in side-by-side management. The firm does not have any disciplinary information to report and does not receive compensation for client referrals. Clients have the option to terminate the management agreement at any time. Marshall Investment does not vote proxies on behalf of clients and does not have custody of client funds. Clients may authorize the deduction of advisory fees directly from their accounts. The firm has established a Code of Ethics to ensure ethical conduct and mitigate conflicts of interest. Clients receive regular account reviews and reports, and the firm does not require clients to direct brokerage. The firm does not have financial conditions that may impair its ability to meet commitments.