How does the advisor help clients – Key Takeaways:
Mari Legacy Group, LLC is a financial advisory firm that works with clients to help them achieve their financial goals and build a stable financial future. With a team of experienced financial experts, they offer a variety of services to assist clients in managing their wealth and making informed financial decisions.
Facts and Insights:
Mari Legacy Group, LLC was founded in 2005 and has since become one of the leading financial advisory firms in the industry. They currently have over $3 billion in assets under management and a team of 50 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 50 | 14 years |
Financial Services Offered:
Mari Legacy Group, LLC offers a comprehensive range of financial services to cater to the unique needs of each client. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types:
Mari Legacy Group, LLC works with a diverse range of clients, including high net worth individuals, corporations, and institutions. They also cater to individuals and families with more moderate financial means who are seeking guidance in managing their wealth.
Fees & Compensation:
Mari Legacy Group, LLC’s fees are based on a percentage of the assets under management. This structure aligns their interests with those of their clients, as the more their clients’ assets grow, the more the firm is compensated. They also offer hourly and fixed fee arrangements for specific services.
Background:
Mari Legacy Group, LLC was founded by CEO and financial expert, Mari Johnson. With over 20 years of experience in the financial industry, she has built a team of dedicated advisors who are committed to providing personalized and comprehensive financial services to clients.
Financial Advisor Disclosures to Know:
Mari Legacy Group, LLC is a fiduciary firm, which means they are legally obligated to act in the best interests of their clients. This ensures that clients’ needs and goals always come first. Additionally, the firm has a clean record with no disciplinary actions taken against them.