How does the advisor help clients – Key Takeaways:
MARKETFORCE, LLC is a financial consulting firm that provides expert services to clients looking for financial guidance. With years of experience in the industry, they offer a variety of financial services to their clients, helping them achieve their financial goals. Here are the key takeaways on how the advisor helps clients:
- Expertise: MARKETFORCE, LLC boasts a team of financial experts who have years of experience and knowledge in the field. They have a deep understanding of the market and are able to provide valuable insights and advice to their clients.
- Customized Approach: The advisors at MARKETFORCE, LLC understand that every client has unique financial needs and goals. Hence, they provide a customized approach to each client, taking into consideration their specific circumstances and goals.
- Wide Range of Services: MARKETFORCE, LLC offers a variety of financial services, ranging from investment management to retirement planning. They are able to provide holistic financial solutions to their clients.
Facts and Insights
MARKETFORCE, LLC was founded in 2005 and has been providing financial services to clients for over 15 years. As of 2019, the firm had over $1.5 billion in assets under management. They have a team of over 50 advisors who work tirelessly to help their clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.5 billion | 50+ |
Financial Services Offered
MARKETFORCE, LLC offers a wide range of financial services to their clients, including but not limited to:
- Investment management
- Wealth management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
MARKETFORCE, LLC caters to a diverse group of clients, including but not limited to:
- High-net-worth individuals
- Business owners
- Retirees
- Corporate executives
- Professionals
Fees & Compensation
MARKETFORCE, LLC operates on a fee-only compensation structure, which means they do not earn any commissions from financial products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ financial goals.
Background
MARKETFORCE, LLC was founded by a team of financial experts who wanted to provide top-notch financial services to their clients. Over the years, the firm has grown to become a trusted name in the industry, helping numerous clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, MARKETFORCE, LLC is required to disclose any potential conflicts of interest or legal issues that may have an impact on their services. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.