How does the advisor help clients – Key Takeaways:
At Marathon Wealth Management, Inc., the team of experienced financial professionals work tirelessly to help their clients achieve their financial goals. By providing personalized and comprehensive financial planning and investment management services, the advisors at Marathon Wealth Management strive to assist their clients in making informed and strategic decisions that can have a positive impact on their financial future.
Whether it’s planning for retirement, building wealth, or managing assets, Marathon Wealth Management takes a holistic approach in understanding their clients’ needs and creating customized financial solutions to help them reach their objectives.
Facts and Insights
Founded in 2005, Marathon Wealth Management has established itself as a reputable and trusted financial advisory firm in the industry. The firm is headquartered in New York City and serves clients all across the United States.
With a team of over 50 advisors and professionals, Marathon Wealth Management has the expertise and knowledge to navigate through the complexities of the financial world and offer their clients sound financial advice. The firm takes pride in its commitment to putting their clients’ interests first and building long-lasting relationships.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million (as of 2020) | |
|---|---|---|
| Number of Advisors: | 50+ | |
| Time in Business: | 15 years |
Financial Services Offered
Marathon Wealth Management offers a range of financial services to meet the diverse needs of their clients. These services include:
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- Wealth Management
- Estate Planning
- Tax Planning
- Insurance and Risk Management
Client Types
Marathon Wealth Management caters to a wide range of clients, including:
- High-net-worth individuals
- Family offices
- Businesses and corporations
- Non-profit organizations
Fees & Compensation
Marathon Wealth Management follows a transparent fee structure and believes in keeping its clients fully informed about the fees and expenses associated with the services they provide. The firm’s compensation may include a combination of fees, commissions, and incentives, and will be discussed and agreed upon with the client before any services are rendered.
Background
The team at Marathon Wealth Management comprises highly experienced and qualified financial professionals with extensive knowledge and expertise in various areas of financial planning and investment management. The firm takes its commitment to education and professional development seriously, continuously seeking to increase their knowledge and stay up-to-date with the latest trends and developments in the industry. This dedication to education and learning is evident in the level of service they provide to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Marathon Wealth Management has a fiduciary duty to act in the best interests of its clients. This means that the firm must always put their clients’ interests above their own. To ensure transparency and uphold this fiduciary standard, the firm discloses any potential conflicts of interest that may arise in their client relationships.