MARKSON MANAGEMENT, LLC: Financial Expertise at Your Service
How does the advisor help clients – Key Takeaways:
With over a decade of experience in financial management, MARKSON MANAGEMENT, LLC is dedicated to helping its clients achieve their financial goals. The firm offers a wide range of financial services to cater to the diverse needs of its clients.
MARKSON MANAGEMENT, LLC is committed to providing personalized and customized support to each of its clients, ensuring that they receive the best guidance and advice based on their specific financial situation and goals.
Facts and Insights
Below are some important facts and insights about MARKSON MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
The firm has managed to successfully grow its assets under management to $500 million in just 12 years, a testament to its expertise and commitment to its clients.
Financial Services Offered
MARKSON MANAGEMENT, LLC offers a wide range of financial services that cover every aspect of wealth management and financial planning. These services include:
- Investment management
- Retirement planning
- Education planning
- Estate planning
- Tax planning
- Risk management
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, and businesses. MARKSON MANAGEMENT, LLC takes a tailored approach to each client, understanding their unique goals and needs to develop a personalized financial plan.
Fees & Compensation
MARKSON MANAGEMENT, LLC charges fees based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of its clients. This fee structure also incentivizes the firm to help its clients grow their assets and achieve their financial goals.
MARKSON MANAGEMENT, LLC does not receive any commission or referral fees, ensuring that its advice is unbiased and in the best interest of its clients.
Background
MARKSON MANAGEMENT, LLC was founded in 2008 by John Markson, a certified financial planner with over 20 years of experience in the industry. The firm’s team also includes seasoned financial advisors and analysts, each with a strong background in finance and wealth management.
Financial Advisor Disclosures to Know
MARKSON MANAGEMENT, LLC prioritizes transparency and provides its clients with all the necessary disclosures and information. Here are some important disclosures that clients should be aware of:
- MARKSON MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission.
- The firm is bound by fiduciary duty, meaning it is legally obligated to act in the best interest of its clients at all times.
- MARKSON MANAGEMENT, LLC has no disciplinary actions or conflicts of interest that may affect its ability to serve its clients.