Marshall Investment Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$500/hr

“This could include an ongoing hourly fee ranging from $200 to $500 per hour.”

Flat or project fee

$2,500⁠-⁠$15,000

“Flat fees for financial plans range between $2,500 and $15,000.”

Monthly fee

$200/mo

“For ongoing financial planning services are $200 per month.”

Annual fee

$15,000/yr

“For other plans charge a flat fee per year for ongoing financial consulting services with a maximum charge of $15,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Marshall Investment Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “If accounts are opened during the quarter, the pro-rata advisory fees will be deducted during the next regularly scheduled billing cycle.”
• “Under our flat fee arrangement, the fee will be agreed to in advance of any services being performed.”
• “The Client can elect to pay by check or through payment methods within AdvicePay.”

How Marshall Investment Management, LLC’s fees compare

• Its hourly rate of $200-$500 spans the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 7 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the Colorado median of $5,250. 76% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 8 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.
• Its annual fee of $15,000 is above the Colorado median of $7,750. 74% of the 57 other Colorado planners that publish an annual fee charge less.
• 4 of the 4 other planners in Greenwood Village that publish an annual fee charge less.

About Marshall Investment Management, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.95% a year

Clients

587

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$297,993,524

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174817

Website

facebook.com/InvestWithMarshall/?ref=py_c (opens in new tab)

Phone

(303) 991-6415

Can advise clients in 15 states: Arizona, Colorado, Florida, Georgia, Maryland, Minnesota, North Carolina, Nebraska, New Hampshire, New Mexico, New York, Pennsylvania, South Dakota, Texas, Virginia

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000

Compare all 29 planners in Greenwood Village