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About MARYGOLD & CO. ADVISORY SERVICES, LLC
MARYGOLD & CO. ADVISORY SERVICES, LLC is a leading financial advisory firm that specializes in providing expert financial advice to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, MARYGOLD & CO. ADVISORY SERVICES, LLC offers a range of services designed to help clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
- Offers expert financial advice to clients
- Provides a variety of financial services to cater to different needs
- Works closely with clients to create personalized financial plans
- Helps clients make informed financial decisions
- Updates clients on market trends and changes
Facts and Insights
MARYGOLD & CO. ADVISORY SERVICES, LLC has been in business for over 10 years and has established a strong reputation for providing top-notch financial services. The firm has a team of 20 highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10+ years |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Risk management
Client Types
MARYGOLD & CO. ADVISORY SERVICES, LLC works with a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Retirees
- Individuals seeking financial guidance
Fees & Compensation
MARYGOLD & CO. ADVISORY SERVICES, LLC operates on a fee-based model, which means that the firm charges a percentage of the assets they manage as their fee. This allows the firm to align their interests with those of their clients and ensures that the advisors are always working in the best interest of their clients.
Background
The team at MARYGOLD & CO. ADVISORY SERVICES, LLC is made up of highly qualified and experienced financial professionals. The senior advisors at the firm have an average of 15 years of experience in the industry and hold various certifications such as CFP (Certified Financial Planner) and CPA (Certified Public Accountant).
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or disclosures. Here are the important disclosures for MARYGOLD & CO. ADVISORY SERVICES, LLC:
- The firm operates on a fee-based model. As mentioned, this means that they charge a percentage of the assets they manage as their fee.
- Some of the advisors at the firm are licensed insurance agents and may receive commissions or referral fees for any insurance products they recommend to clients.
- The advisors at the firm may have investments in the same products recommended to clients. They are required to disclose this information to clients.