How does the advisor help clients – Key Takeaways:
MARATHON CAPITAL MANAGEMENT, LLC is a reputable financial management firm with a team of experienced advisors dedicated to helping their clients achieve their financial goals. Their services include personalized investment strategies, wealth management, and retirement planning. With a wealth of knowledge and expertise, they assist clients in navigating the complexities of the financial world and provide sound guidance for achieving financial success.
Facts and Insights:
Founded in 2002, MARATHON CAPITAL MANAGEMENT, LLC has been serving clients for nearly two decades. With a strong commitment to their clients’ financial well-being, they have amassed a total of $500 million in assets under management. This impressive figure is a testament to the firm’s success in managing their clients’ finances and delivering positive results.
The firm is home to a team of 10 advisors who bring a diverse range of skills and expertise to the table. Drawing on their collective knowledge and experience, they work together to provide comprehensive financial solutions tailored to each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
As of their most recent Form ADV filing, MARATHON CAPITAL MANAGEMENT, LLC reported $500 million in assets under management, with 125 total accounts. Their team of 10 advisors includes 7 certified financial planners (CFPs), and they have been in business for 19 years.
| Year Founded | Number of Advisors | Assets Under Management | Total Accounts |
|---|---|---|---|
| 2002 | 10 | $500 million | 125 |
Financial Services Offered:
MARATHON CAPITAL MANAGEMENT, LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Personalized investment strategies
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
MARATHON CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and small businesses. Their services are tailored to meet the needs of each client, regardless of their financial situation or goals.
Fees & Compensation:
MARATHON CAPITAL MANAGEMENT, LLC operates on a fee-based structure, meaning they charge a percentage of assets under management for their services. This fee is typically between 1-2%, depending on the complexity of the client’s financial needs. This fee structure ensures that the advisors’ interests are aligned with their clients’ goals, as they are motivated to see their clients’ investments grow.
Background:
MARATHON CAPITAL MANAGEMENT, LLC was founded in 2002 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. Under his leadership, the firm has grown to become one of the most respected financial management firms in the country. Their commitment to excellence, integrity, and client satisfaction has earned them a reputation for reliability and trustworthiness.
Financial Advisor Disclosures to Know:
As a registered investment advisor, MARATHON CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest that may arise in their client relationships. They are also required to disclose any legal or disciplinary actions taken against the firm or its advisors. As per their most recent Form ADV filing, there are no disclosures to be made for MARATHON CAPITAL MANAGEMENT, LLC.