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MARINA WEALTH ADVISORS is a well-established and reputable financial advisory firm that helps clients achieve their financial goals through sound investment strategies and expert guidance. With years of experience in the industry, they offer a wealth of knowledge and experience to their clients, serving as a trusted partner in their financial journey.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Creates personalized investment strategies
- Assists clients in achieving their financial goals
Facts and Insights:
Marina Wealth Advisors has been in business for over 10 years and has over $500 million in assets under management. Their team of advisors is highly educated and experienced, with an average of 15 years in the financial industry. They are known for their commitment to providing personalized and tailored solutions to their clients’ financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered:
- Wealth Management
- Retirement Planning
- Investment Advisory
- Estate Planning
- Tax Planning
Client Types:
- High net worth individuals
- Entrepreneurs and business owners
- Retirees
- Corporate executives
Fees & Compensation:
Marina Wealth Advisors operates on a fee-based compensation model, which means they are compensated through a percentage of the assets they manage for their clients. This aligns their interests with their clients’ and ensures that they are always working in their clients’ best interests. They have transparent fee structures and do not receive any commissions or hidden fees, giving their clients peace of mind.
Background:
The team at Marina Wealth Advisors is made up of highly qualified and experienced financial professionals, with diverse backgrounds and expertise. They have a deep understanding of the markets and the economy, allowing them to make informed and strategic investment decisions for their clients. They prioritize building strong and long-lasting relationships with their clients, which is evident in their high client retention rate.
Financial Advisor Disclosures to Know:
Marina Wealth Advisors has a clean record with no disciplinary actions or regulatory sanctions. This demonstrates their commitment to upholding high ethical and professional standards in their business practices. They are also required by law to provide their clients with a Form ADV, which contains information on their services, fees, and any potential conflicts of interest.