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How does the advisor help clients – Key Takeaways:
MARATHON WEALTH MANAGEMENT, LLC is a financial management firm that prides itself on providing personalized and comprehensive services for clients. The following are key takeaways on how the advisor helps its clients:
- Offers customized financial planning strategies based on each client’s unique needs and goals.
- Provides ongoing support and monitoring to help clients stay on track with their financial plans.
- Utilizes a team-based approach, leveraging the expertise and diverse backgrounds of its advisors to provide well-rounded guidance.
- Offers a range of financial services, including investment management, retirement planning, estate planning, and tax planning.
Facts and Insights
MARATHON WEALTH MANAGEMENT, LLC has been in business for over 20 years and has accumulated a wealth of experience and knowledge in the financial industry. Here are some key facts and insights about the advisor:
- Assets under management: $500 million
- Number of advisors: 10
- Time in business: 20+ years
Financial Services Offered
The team at MARATHON WEALTH MANAGEMENT, LLC offers a broad range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Educational planning
- Charitable giving
Client Types
MARATHON WEALTH MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and businesses. The advisor understands that each client has unique financial needs and tailors its services accordingly. Some of the client types that the advisor serves include:
- High-net-worth individuals
- Corporate executives
- Retirees
- Small business owners
Fees & Compensation
The fees and compensation structure at MARATHON WEALTH MANAGEMENT, LLC is transparent and easy to understand. The advisor is fee-only, meaning that it charges a flat percentage based on the client’s assets under management. This ensures that there are no conflicts of interest and that the advisor’s interests are aligned with its clients’ goals.
Background
MARATHON WEALTH MANAGEMENT, LLC is led by a team of seasoned financial professionals who have years of experience in the industry. The advisors at the firm hold various certifications and licenses, including Certified Financial Planner (CFP) and Certified Public Accountant (CPA). This diverse mix of backgrounds and expertise allows the team to provide well-rounded and comprehensive financial advice to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MARATHON WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The advisor has a clean record with no reported disciplinary actions. It prides itself on providing transparent and ethical services to its clients.