Marathon Capital Management: Providing Expert Financial Guidance for Clients
Marathon Capital Management is a highly reputable financial services firm that has been providing expert guidance and management to clients for many years. The firm prides itself on its dedication to helping clients achieve their financial goals and ensuring their long-term success.
How does the advisor help clients – Key Takeaways:
- Marathon Capital Management acts as a financial expert for clients, providing personalized guidance and management.
- The firm offers a range of financial services to cater to the individual needs of each client.
- Marathon Capital Management has a team of experienced advisors who are dedicated to helping clients reach their financial goals.
Facts and Insights
Marathon Capital Management has established itself as a leader in the financial services industry. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 billion |
|---|---|
| Number of Advisors | 150+ |
| Time in Business | Over 20 years |
Financial Services Offered
Marathon Capital Management offers a comprehensive range of financial services to cater to the needs of its diverse client base. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Marathon Capital Management serves a wide range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
Marathon Capital Management is committed to transparency when it comes to its fees and compensation. The firm offers a fee-only structure, meaning that clients only pay a fee for the services they receive. This fee is based on a percentage of the assets under management, ensuring that the interests of the firm and its clients are aligned.
Background
Founded in 1999, Marathon Capital Management has grown to become one of the most trusted financial services firms in the industry. The firm’s experienced advisors have a deep understanding of the markets and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any financial advisor disclosures before working with a firm. Marathon Capital Management has a clean record with no regulatory actions or disciplinary disclosures.
In conclusion, Marathon Capital Management has a proven track record of providing expert financial guidance and management to its clients. With a team of experienced advisors and a comprehensive range of financial services, the firm is dedicated to helping clients achieve their financial goals and secure their long-term success.