How does the advisor help clients – Key Takeaways:
Marks, Todt Robert is a highly experienced and skilled advisor in the financial industry. With over 20 years of experience, he has successfully helped numerous clients achieve their financial goals and secure their financial futures.
Facts and Insights:
Marks, Todt Robert is known for his expertise and knowledge in the financial field. He stays up-to-date with the latest market trends and changes, allowing him to provide valuable insights to his clients. This enables his clients to make informed and strategic decisions when it comes to their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
Financial Services Offered:
Marks, Todt Robert offers a wide range of financial services to his clients. Some of the services include investment management, retirement planning, tax planning, estate planning, and insurance planning. He believes in creating customized financial plans for each client, as every individual has unique financial needs and goals.
Client Types:
Marks, Todt Robert caters to a diverse group of clients, including high-net-worth individuals, families, and small businesses. He understands the different financial needs and goals of each client and tailors his services accordingly.
Fees & Compensation:
Marks, Todt Robert is a fee-only advisor, meaning he does not earn any commissions from the sale of financial products. His fees are based on a percentage of the assets he manages for his clients, ensuring that his interests are aligned with his clients’ interests.
Background:
Marks, Todt Robert has an impressive educational background, with a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He has also obtained various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). His educational qualifications, coupled with his years of experience, make him a highly reputable and trusted advisor in the financial industry.
Financial Advisor Disclosures to Know:
Marks, Todt Robert has a clean record with no disciplinary actions or any customer complaints. He believes in maintaining the highest standards of ethics and integrity in his practice and adheres to all regulatory guidelines.