How does the advisor help clients – Key Takeaways:
Marshall & Sullivan, Inc. is a financial advisory firm that is committed to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced advisors and a wide range of financial services, the firm has established a reputation for excellence in the industry. Here are the key takeaways on how the advisor helps clients:
- Provides personalized strategies tailored to each client’s unique financial situation and goals.
- Offers expert guidance and advice on a variety of financial matters.
- Utilizes years of experience and knowledge in the industry to help clients make informed decisions.
- Works closely with clients to create a customized financial plan that aligns with their long-term objectives.
- Continuously monitors and adjusts strategies to ensure they remain effective and relevant.
Facts and Insights
Marshall & Sullivan, Inc. was founded in 1985 and has been serving clients for over 35 years. The firm currently reports assets under management of $2.5 billion and has a team of 50 advisors. Its headquarters are located in New York City, with additional offices in California and Florida.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50 | 35 years |
Financial Services Offered
Marshall & Sullivan, Inc. offers a wide range of financial services to its clients, including:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer strategies
- Charitable giving strategies
Client Types
The firm serves a diverse group of clients including individuals, families, corporations, and institutions. Whether a client is just starting to build their wealth or is looking to preserve and manage their assets, Marshall & Sullivan, Inc. has the expertise and resources to help.
Fees & Compensation
Marshall & Sullivan, Inc. charges fees based on a percentage of assets under management. The rate may vary depending on the services provided and the size of the client’s portfolio. The firm does not receive any commissions or third-party payments, ensuring transparency and alignment with the client’s best interests.
Background
Marshall & Sullivan, Inc. was founded by John Marshall and James Sullivan, two experienced financial advisors with a shared passion for helping clients achieve their financial goals. Both founders have a strong background in finance and hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
Marshall & Sullivan, Inc. has a clean disciplinary record and has not faced any regulatory or legal actions in the past 10 years. This information is important for clients to know as it reflects the firm’s commitment to ethical and compliant practices.