Facts and Insights
MARSHALL & SULLIVAN, INC. is a leading financial advisory firm that provides personalized financial planning and investment management services. The company has been in business for over 20 years and has a proven track record of helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
– Through comprehensive financial planning, MARSHALL & SULLIVAN, INC. helps clients create a roadmap for their financial future.
– The firm’s team of expert advisors work closely with clients to understand their unique financial needs and develop customized solutions.
– By utilizing a disciplined investment approach, the advisors at MARSHALL & SULLIVAN, INC. help clients build and protect their wealth for the long term.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20+ years |
Financial Services Offered
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Insurance planning
Client Types
MARSHALL & SULLIVAN, INC. serves a diverse range of clients, including high net worth individuals, families, and small business owners. The firm specializes in working with individuals and families who are planning for retirement, as well as those who have already retired and need assistance managing their wealth.
Fees & Compensation
MARSHALL & SULLIVAN, INC. is a fee-based firm, meaning that the majority of their compensation comes from fees paid by their clients for the services they provide. This fee structure ensures that the firm’s advisors have their clients’ best interests in mind when making financial recommendations.
Background
The founding partners of MARSHALL & SULLIVAN, INC. have over 50 years of combined experience in the financial industry. They are highly educated and hold professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The entire team at the firm is dedicated to providing exceptional service and expert financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MARSHALL & SULLIVAN, INC. is required to disclose any potential conflicts of interest or disciplinary actions against the firm or its employees. The firm has a clean regulatory record and has not faced any disciplinary actions.
In conclusion, MARSHALL & SULLIVAN, INC. is a reputable and experienced financial advisory firm that puts their clients’ best interests first. Through their personalized approach and comprehensive services, they help clients achieve their financial goals and build a secure future for themselves and their families.