How does the advisor help clients – Key Takeaways:
As a trusted financial expert, Andrew Marshall provides personalized financial planning and investment management services to his clients through his firm, Andrew Marshall Financial LLC. With over 10 years of experience in the financial industry, he specializes in helping clients navigate complex financial decisions and achieve their long-term financial goals.
Some key takeaways of Andrew Marshall’s services for clients include:
- Personalized financial planning and investment management
- Expertise in complex financial decisions
- Long-term financial goal achievement
Facts and Insights:
Andrew Marshall Financial LLC has a strong track record of helping clients make sound financial decisions and reach their financial goals. The following table highlights some publicly available numbers for the firm:
| Assets Under Management: | $50 million |
|---|---|
| Number of Advisors: | 2 |
| Time in Business: | 10+ years |
Financial Services Offered:
Andrew Marshall Financial LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Social Security planning
Client Types:
Andrew Marshall Financial LLC primarily works with individuals and families seeking personalized financial planning and investment management services. The firm also serves small business owners and corporate executives looking for expert guidance in their financial decisions.
Fees & Compensation:
The fees and compensation structure at Andrew Marshall Financial LLC is designed to align with the clients’ best interests. The firm operates on a fee-only model, meaning it does not earn any commissions or sell any products. The fees for services are based on a percentage of the assets under management, ensuring that the advisor’s interests are closely tied to the client’s goals.
Background:
Andrew Marshall is a highly qualified financial advisor with over 10 years of experience in the financial industry. He holds the Certified Financial Planner (CFP) designation, which is considered the gold standard in the financial planning industry. He also has a background in accounting, giving him a unique perspective when it comes to financial planning and investment management.
Financial Advisor Disclosures to Know:
Andrew Marshall has a clean record with no disciplinary actions or complaints against him or his firm. As a fiduciary, he is legally bound to act in his clients’ best interests, always providing transparent and unbiased financial advice.