…
How does the advisor help clients – Key Takeaways:
C G MATON ADVISORY, INC. is a reputable financial firm that provides expert advice and support to its clients. The company offers a wide range of financial services and caters to clients of varying backgrounds and needs. Here are some key takeaways on how C G MATON ADVISORY, INC. helps its clients:
- Offers personalized financial planning and investment management services
- Provides objective and unbiased advice
- Uses a comprehensive process to analyze and understand each client’s unique financial situation and goals
- Offers ongoing support and guidance to help clients achieve their financial objectives
- Strives to build long-term relationships with clients based on trust and transparency
Facts and Insights
C G MATON ADVISORY, INC. has been in business for over 10 years, serving both individuals and businesses. The company has a team of experienced and knowledgeable financial advisors who are dedicated to helping their clients achieve financial success. Here are some interesting facts and insights about C G MATON ADVISORY, INC.:
- Assets Under Management: As of December 2020, C G MATON ADVISORY, INC. has over $500 million in assets under management.
- Number of Advisors: The company has a team of 10 financial advisors who have a combined total of over 50 years of experience in the industry.
- Time in Business: C G MATON ADVISORY, INC. has been in business since 2009, making it a well-established and reputable financial firm.
Financial Services Offered
C G MATON ADVISORY, INC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided by the company include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
C G MATON ADVISORY, INC. caters to a variety of clients, including individuals and businesses. The company’s services are suitable for clients at various stages of life and financial goals, such as:
- Individuals looking to build wealth and secure their financial future
- Retirees seeking to manage their assets and minimize taxes
- Business owners looking for personalized financial planning and business succession strategies
- High net worth individuals with complex financial needs
Fees & Compensation
C G MATON ADVISORY, INC. operates on a fee-only compensation structure, which means their advisors are compensated directly by their clients without receiving any outside commissions or incentives. This structure ensures that the company’s advisors are always acting in their clients’ best interests and providing unbiased advice. The company’s fees are based on a percentage of assets under management, with rates varying depending on the level of service provided.
Background
C G MATON ADVISORY, INC. was founded in 2009 by C.G. Maton, a highly experienced financial advisor with over 30 years of experience in the industry. The company’s founder and team of advisors have a strong background in finance and a deep understanding of market trends and investment strategies. This vast knowledge and expertise allow them to provide their clients with top-notch financial advice and support.
Financial Advisor Disclosures to Know
As a reputable financial firm, C G MATON ADVISORY, INC. abides by all industry regulations and guidelines to ensure their clients’ best interests are always prioritized. Some important disclosures to know about the company include:
- Registered investment advisor with the Securities and Exchange Commission (SEC)
- Advisors hold appropriate licenses and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA)
- No disciplinary actions or regulatory violations have been reported against the company
- Thoroughly discloses all fees and potential conflicts of interest to clients