About MARKETSTRATS, LLC
MARKETSTRATS, LLC is a financial advisory firm that specializes in providing comprehensive wealth management services to its clients. Founded in 2005, the firm has established itself as a leading financial expert in the market, offering personalized and tailored solutions to help clients achieve their financial goals.
How Does MARKETSTRATS, LLC Help Clients? – Key Takeaways:
- Provides comprehensive wealth management services
- Offers personalized and tailored solutions
- Helps clients achieve their financial goals
Facts and Insights
As of the end of 2020, MARKETSTRATS, LLC has assets under management worth $2.5 billion and has a team of 25 highly skilled and experienced financial advisors. The firm has a proven track record of helping its clients navigate through various market cycles with a disciplined and strategic approach.
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $2.5 billion | 25 |
| 2019 | $2.3 billion | 24 |
| 2018 | $2 billion | 23 |
Financial Services Offered
MARKETSTRATS, LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Education funding
- Charitable giving
Client Types
The firm caters to a diverse range of clients, including high net-worth individuals, families, and businesses. The team at MARKETSTRATS, LLC understands that each client has unique financial needs and goals, and they strive to provide personalized services accordingly.
Fees & Compensation
MARKETSTRATS, LLC follows a transparent and conflict-free approach when it comes to fees and compensation. The firm charges a percentage of assets under management as its fee, which incentivizes the advisors to grow the clients’ investment portfolios. There are no hidden fees, and the firm is committed to acting in the best interest of its clients at all times.
Background
The team at MARKETSTRATS, LLC comprises highly trained and experienced financial advisors who hold various industry certifications and designations. They use their extensive knowledge and expertise to provide clients with the best financial solutions to help them achieve their goals. The firm also values continuous learning and encourages its advisors to stay updated with the latest industry trends and strategies.
Financial Advisor Disclosures to Know
MARKETSTRATS, LLC believes in maintaining transparency with its clients and provides all necessary disclosures, including compensation arrangements, potential conflicts of interest, and any legal or disciplinary events involving the firm or its advisors. These disclosures help clients make informed decisions and build trust with the firm.