Client Criteria

The Marshall Plan Advisors, Inc. (MPAI) seeks clients to expand its current referral-generated client base. The minimum account size is $500,000. Exceptions to this minimum asset size may be available on a case-by-case basis and subject to the sole discretion of MPAI. Applicable account types include individual, joint, custodian, IRA, SEP-IRA, qualified retirement plans, and other trusts. If you have interest in our investment philosophy and meet MPAI’s minimum criteria, MPAI encourages you to schedule an initial personalized consultation to discuss your financial future and the issues that most concern you. There is no cost or obligation to you.

To make initial contact with MPAI, please call or email us. Please visit our Contact Us page for details.

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