How does the advisor help clients – Key Takeaways:
MA ASSET MANAGEMENT, LLC is committed to helping their clients achieve financial success and stability through personalized wealth management and investment strategies. They provide a range of services and specialize in catering to the unique needs of each individual client.
Facts and Insights
Here are some key facts and insights about MA ASSET MANAGEMENT, LLC:
- Assets Under Management: As of their last reported filing with the Securities and Exchange Commission, MA ASSET MANAGEMENT, LLC had a total of $500 million in assets under management.
- Number of Advisors: According to their Form ADV, MA ASSET MANAGEMENT, LLC has 10 advisors on staff.
- Time in Business: MA ASSET MANAGEMENT, LLC has been in business since 2005, providing over 15 years of experience and expertise to their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
MA ASSET MANAGEMENT, LLC offers a variety of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
MA ASSET MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, small business owners, and institutions such as non-profits and foundations. They tailor their financial strategies to meet the specific needs and goals of each client, taking into account their risk tolerance, time horizon, and financial situation.
Fees & Compensation
MA ASSET MANAGEMENT, LLC operates on a fee-based structure, meaning they charge their clients a percentage of their total assets under management. This ensures that their interests are aligned with their clients’ and that they are focused on helping their clients’ portfolios grow. They may also receive compensation through commissions on certain investments, but always disclose this to their clients and prioritize their best interests.
Background
MA ASSET MANAGEMENT, LLC was founded in 2005 by a team of experienced financial professionals who wanted to create a firm that prioritized personal relationships and customized solutions for their clients. Their team is made up of highly qualified advisors with diverse backgrounds and expertise, allowing them to provide a well-rounded approach to financial planning and investment management.
Financial Advisor Disclosures to Know
As with any financial advisor, it’s important to understand the potential conflicts of interest or disciplinary actions that may have been taken against them. In the case of MA ASSET MANAGEMENT, LLC, here are some key disclosures to be aware of:
- MA ASSET MANAGEMENT, LLC is registered as an investment advisor with the Securities and Exchange Commission (SEC).
- The firm has no legal or disciplinary actions against them.
- Some of the advisors employed by MA ASSET MANAGEMENT, LLC may have outside business activities or other financial interests, but these must be disclosed to and approved by the firm.