About M FINANCIAL ASSET MANAGEMENT, INC.
M FINANCIAL ASSET MANAGEMENT, INC. is a leading financial services company that provides expert advice and management of assets to its clients. With a team of knowledgeable and experienced advisors, they have been in the business for over 20 years, helping clients achieve their financial goals and secure their future. M FINANCIAL ASSET MANAGEMENT, INC. prides itself on its commitment to providing sound financial advice and personalized solutions to meet the individual needs of each client.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and management of assets
- Over 20 years of experience in the industry
- Personalized solutions for each client’s unique needs
Facts and Insights
Here are some key facts and insights about M FINANCIAL ASSET MANAGEMENT, INC.
- Founded in 1999
- Headquartered in New York City
- More than $2 billion in assets under management
- Over 50 advisors
- Wide range of financial services offered
- Serves a diverse client base
- Transparency and honesty in all dealings
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion+ | 50+ | 20+ years |
Financial Services Offered
M FINANCIAL ASSET MANAGEMENT, INC. offers a wide range of financial services to ensure that their clients’ investment and financial needs are met. These services include but are not limited to:
- Asset management
- Retirement planning
- Estate planning
- Tax planning and advice
- Educational savings planning
- Insurance planning and management
- Wealth preservation and transfer strategies
Client Types
M FINANCIAL ASSET MANAGEMENT, INC. serves a diverse range of clients, including individuals, families, and businesses. Their team of advisors have the expertise to tailor their services to meet the unique needs of each client, whether they are looking to grow their wealth, plan for retirement, or protect their assets.
Fees & Compensation
M FINANCIAL ASSET MANAGEMENT, INC. takes a transparent approach to their fees and compensation. They clearly outline their fees and any potential charges to their clients, ensuring that there are no hidden fees and their clients fully understand the costs associated with their services. They also work on a fee-only basis, meaning they do not receive any commissions or incentives for recommending specific investments. This ensures that their advice is unbiased and in the best interest of their clients.
Background
M FINANCIAL ASSET MANAGEMENT, INC. was founded in 1999 by a group of financial experts with a passion for providing sound financial advice and personalized solutions. Their team of advisors have an average of 10 years of experience in the industry, making them well-equipped to handle a variety of financial needs and situations.
Financial Advisor Disclosures to Know
As a company committed to transparency, M FINANCIAL ASSET MANAGEMENT, INC. wants their clients to be fully informed about any potential conflicts of interest or relevant disclosures. They adhere to all regulatory requirements and fully disclose any information that may be important to their clients’ decision making.