Privacy Policy
At Marshalla Asset Management we are committed to protecting the privacy
of our clients and prospective clients. We will not disclose any of the
information you provide us, nor identify you as a client, to anyone
external to the firm without your express permission. If you have any
questions about our privacy policy, please feel free to call us or send
us a message via the Contact Us
page of this website.
Copyright Notice
All rights are reserved. All material contained herein, expressly
including, but not limited to, all of the material indicated in the Articles and Commentary section, is copyright protected and
may not be reproduced in any manner without the express written
permission of the copyright owner.
Mutual Fund Fees
Insofar as Marshalla Asset Management uses mutual funds in client portfolios, clients will incur an
additional level of fees, those charged by the mutual fund management. Mutual
fund fees typically range from .18% of assets per year to 2%. Mutual fund
companies frequently assess additional fees such as the “12b1” fee, which
ranges, in the funds used by Marshalla Asset Management, from .25% of assets per
year, to .35%. Mutual fund managers incur other expenses, such as trading
charges, which reduce client returns. Marshalla Asset Management does not benefit
from any of the above fees.
Website Disclaimer for www.marshalla.com
All content on this website is for informational purposes
only and should not be interpreted to be legal, tax, financial, or
accounting advice. Information throughout this site is obtained from
sources which we believe are reliable, but we cannot guarantee the
timeliness or accuracy of this information. Nothing on this website is
intended to imply that past results can predict future performance.
There are no warranties, expressed or implied, as to accuracy,
completeness, or results obtained from any information posted on this
site. This website does not constitute a complete description of our
investment services or performance and is not a solicitation or offer to
sell securities or investment advisory services except in states where
we are registered or where an exemption or exclusion from such
registration exists. If you have any questions about this disclaimer,
please send us a message via the Contact Us
page of this website.
