Wrapping starts here…
How does the advisor help clients – Key Takeaways:
The financial advisors at MARATHON-LONDON provide expert guidance and support to clients looking to achieve their financial goals. They offer a wide range of services, cater to various client types, and operate with transparency when it comes to fees and compensation. Here are some key takeaways on how the advisors at MARATHON-LONDON can help you:
- Expert financial guidance and support
- Wide range of services offered
- Cater to various client types
- Transparent fees and compensation structure
Facts and Insights
MARATHON-LONDON has been in the financial services industry for over 20 years and has a team of experienced and knowledgeable advisors. They have helped numerous clients achieve their financial goals and have established a reputable presence in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
MARATHON-LONDON offers a wide range of financial services to help clients achieve their specific financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
- Debt management
Client Types
MARATHON-LONDON caters to a diverse range of client types, including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Corporate executives
- Retirees
Fees & Compensation
The advisors at MARATHON-LONDON believe in transparency when it comes to fees and compensation. They offer competitive and fair pricing for their services. They operate on a fee-only structure, which means they do not earn commissions or other forms of payment for their services.
They also offer a free initial consultation to prospective clients to discuss their financial needs and goals and determine the best course of action.
Background
MARATHON-LONDON was founded in 1999 with the goal of providing expert financial guidance and support to individuals and businesses. Their team of advisors has extensive experience and qualifications in the financial industry, making them a trusted and reliable source for financial advice.
Financial Advisor Disclosures to Know
As a highly reputable and transparent financial advisor, MARATHON-LONDON abides by all necessary disclosures and regulations. These include:
- Registration as an investment advisor with the Securities and Exchange Commission (SEC)
- Filings with the Financial Industry Regulatory Authority (FINRA)
- Updates on any potential conflicts of interest
- Clear communication of fees and compensation</