How does the advisor help clients – Key Takeaways:
MANAGED ACCOUNT ADVISORS LLC is a leading financial advisory firm that provides comprehensive investment management services to clients. They specialize in creating and managing customized investment portfolios tailored to each client’s unique financial goals and risk tolerance. With a team of highly experienced and knowledgeable advisors, they offer expert guidance and support to help clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MANAGED ACCOUNT ADVISORS LLC provides a range of financial services to their clients, including:
- Investment management and portfolio creation
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth preservation and management
Client Types
MANAGED ACCOUNT ADVISORS LLC serves a diverse range of clients, including individuals, families, and businesses. They work with clients at all stages of their financial journey, from young professionals just starting to build their wealth, to retirees looking to preserve and grow their assets.
Fees & Compensation
MANAGED ACCOUNT ADVISORS LLC operates on a fee-only basis, meaning they do not earn commissions on any investment products or services they recommend. Instead, their compensation is based on a percentage of the assets they manage for clients. This fee structure aligns their interests with their clients’ and ensures that they are always working in their best interest.
Background
MANAGED ACCOUNT ADVISORS LLC was founded in 2006 with a mission to provide personalized and unbiased investment advice to clients. Over the years, they have built a stellar reputation for their expertise, integrity, and commitment to their clients’ success. Their team of advisors has a combined experience of over 50 years in the financial industry, making them one of the most trusted and respected firms in the business.
Financial Advisor Disclosures to Know
As a trusted financial advisor, MANAGED ACCOUNT ADVISORS LLC takes transparency very seriously. They are fully committed to providing their clients with all the information they need to make informed decisions about their finances. Some important disclosures to note include:
- They are a registered investment advisor with the Securities and Exchange Commission (SEC)
- They have a fiduciary duty to act in their clients’ best interest
- They have no disciplinary actions or regulatory sanctions against them