How does the advisor help clients – Key Takeaways:
MARATHON FINANCIAL STRATEGIES is a trusted financial expert that provides comprehensive financial strategies to help clients achieve their financial goals. With years of experience and a team of qualified advisors, MARATHON FINANCIAL STRATEGIES offers personalized and customized services to meet the unique needs of each client.
The following are key takeaways on how MARATHON FINANCIAL STRATEGIES helps clients:
- Provides personalized financial strategies
- Offers comprehensive financial services
- Tailors services to meet client’s unique needs
- Utilizes a team of qualified advisors
- Years of experience in the financial industry
Facts and Insights
MARATHON FINANCIAL STRATEGIES has been a trusted financial expert for over 15 years. In that time, they have managed a significant amount of assets and have helped numerous clients achieve their financial goals. Their team of advisors has a thorough understanding of the financial industry and stays up-to-date on the latest trends and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (USD) | Number of Advisors | Time in Business (years) |
|---|---|---|---|
| 2020 | $500 million | 10 | 15 |
| 2019 | $450 million | 8 | 14 |
| 2018 | $400 million | 6 | 13 |
Financial Services Offered
MARATHON FINANCIAL STRATEGIES offers a wide range of financial services to help clients reach their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. They also offer customized financial strategies to meet the specific needs and goals of each client.
Client Types
MARATHON FINANCIAL STRATEGIES works with a diverse range of clients including individuals, families, and small businesses. They have experience in providing financial strategies to clients at different life stages and with varying financial goals and needs.
Fees & Compensation
MARATHON FINANCIAL STRATEGIES charges a percentage of assets under management as their fee for investment management services. They are transparent with their fees and compensation structure and strive to ensure that their clients fully understand the costs associated with their services.
Background
MARATHON FINANCIAL STRATEGIES was founded in 2005 by a team of financial experts with a passion for helping clients achieve their financial goals. They have since grown their team and assets under management while maintaining a strong commitment to providing personalized and professional financial strategies to their clients.
Financial Advisor Disclosures to Know
As a trusted financial advisor, MARATHON FINANCIAL STRATEGIES prioritizes transparency and disclosure to their clients. They adhere to all relevant regulations and standards, and provide clients with all necessary disclosures and information to make informed decisions about their financial strategies. They also regularly review and update their disclosures to ensure their clients are aware of any potential risks or changes.