How does the advisor help clients – Key Takeaways:
Marram Investment Management, LLC is committed to providing professional and expert financial services to its clients. As a trusted advisor, they aim to help their clients achieve their financial goals and secure their financial futures.
Facts and Insights
Marram Investment Management, LLC is a registered investment advisor that was founded in 2005. Since then, the company has grown to manage over $1.5 billion in assets and has a team of experienced advisors who are dedicated to serving their clients’ needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10+ | Since 2005 |
Financial Services Offered
Marram Investment Management, LLC offers a wide range of financial services to its clients, including:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
Marram Investment Management, LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Business owners
- Families
Fees & Compensation
Marram Investment Management, LLC charges a percentage of assets under management as its fee, which is typically between 1% and 2%. Clients may also incur additional fees for specific services, such as financial planning or tax planning. This fee structure aligns the interests of the advisor with the interests of the clients, as the advisor’s compensation is directly tied to the performance of the clients’ assets.
Background
Marram Investment Management, LLC was founded by financial experts with decades of experience in the industry. The team is made up of highly qualified and knowledgeable advisors who are dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
Marram Investment Management, LLC is a fiduciary, meaning they are legally obligated to act in the best interests of their clients at all times. The company has a clean regulatory record, with no disciplinary actions or complaints. Additionally, all of their advisors have passed industry standard exams and are registered with the proper regulatory authorities.