How does the advisor help clients – Key Takeaways:
Marietta Wealth Management, LLC is a trusted financial advisor that has been serving clients for over 20 years. Their team of experienced advisors provides personalized financial services to help clients achieve their financial goals. Through their comprehensive approach and tailored investment strategies, Marietta Wealth Management, LLC helps clients navigate through the complexities of the financial world.
Facts and Insights
As a respected financial advisor, Marietta Wealth Management, LLC aims to provide valuable insights and expertise to their clients. With over 20 years of experience in the industry, they have a deep understanding of the market trends and can provide informed and strategic recommendations to their clients. This allows their clients to make well-informed decisions about their finances and investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 20 years |
Financial Services Offered
Marietta Wealth Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services provided include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Marietta Wealth Management, LLC serves a variety of clients, including individuals, families, and small business owners. Their team of advisors understands that everyone’s financial needs and goals are unique, and they tailor their services to meet the specific needs of each client.
Fees & Compensation
Marietta Wealth Management, LLC operates on a fee-based compensation model, which means their fees are based on a percentage of the client’s assets under management. This aligns their interests with their clients’ and ensures that they are always working towards the client’s best interests.
Background
The team at Marietta Wealth Management, LLC has a combined experience of over 50 years in the financial industry. They are registered with the Securities and Exchange Commission (SEC) and are held to fiduciary standards, ensuring that they always act in their clients’ best interests.
Financial Advisor Disclosures to Know
Marietta Wealth Management, LLC believes in transparency and providing full disclosure to their clients. Some important disclosures to know include:
- There are no disclosures of legal or regulatory actions against the firm.
- There are no disclosures of legal or regulatory actions against any of the firm’s advisors.
- There are no disclosures of bankruptcies or criminal charges against the firm or any of its advisors.