Marshall Point Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marshall Point Advisors is a small, fee-only registered investment adviser that provides discretionary portfolio management to individuals and high-net-worth clients. The firm manages roughly $11.4 million across nine client relationships and also offers standalone portfolio analysis and consulting on an hourly or fixed-fee basis.
Portfolios are built from multiple asset classes—domestic and international equities and cash—and the firm describes its approach as disciplined and research-driven, using fundamental and technical analysis, charting, newsletters and model portfolios. While oriented to long-term fundamentals and diversification, the adviser also employs tactical measures such as loss guidelines, trimming positions and raising cash to limit downside during extended market weakness.
Distinctive features include the very small client roster and monthly account reviews that enable close, individualized attention, along with the ability for clients to impose investment restrictions. Operationally, the firm does not aggregate block trades, does not take custody of client assets, and does not exercise proxy-voting authority, and it makes consulting-only analyses available for clients seeking second opinions.
Client services
Expertise
Fee options
Between $500 and $1,000 for portfolio analysis
$0 - $2,500,000: 1% annual fee $2,500,001 - $5,000,000: 0.60% annual fee $5,000,001+: Negotiable fee
$150 per hour
Fee-only: Fees based on portfolio size, no commissions
Main office
Port Clyde ME
Advisors at this office
1
Most active in
Maine
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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