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How does the advisor help clients – Key Takeaways:
STADION MONEY MANAGEMENT, LLC is a financial advisory firm that is dedicated to helping clients achieve their financial goals and objectives. They provide a range of services to help clients make informed financial decisions and achieve financial security. Below are some key takeaways about how this advisor can help clients.
Facts and Insights
With over 20 years of experience in the industry, STADION MONEY MANAGEMENT, LLC has extensive knowledge and expertise in the financial sector. The firm offers a variety of services to help clients manage their finances, including investment management, financial planning, and retirement planning. They also provide educational resources and tools to help clients make sound financial decisions.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50+ | 20+ years |
Financial Services Offered
STADION MONEY MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment Management: The firm provides customized investment solutions to help clients build and manage their investment portfolios.
- Financial Planning: Through a comprehensive financial planning process, the firm helps clients develop a customized plan to achieve their financial goals.
- Retirement Planning: The firm helps clients prepare for a secure and comfortable retirement by creating a personalized retirement plan.
- Educational Resources: STADION MONEY MANAGEMENT, LLC provides clients with educational resources and tools to help them make informed financial decisions.
Client Types
STADION MONEY MANAGEMENT, LLC works with a diverse group of clients, including individuals, families, businesses, and institutions. They tailor their services to the unique needs and objectives of each client, ensuring that they receive personalized and quality financial advice.
Fees & Compensation
STADION MONEY MANAGEMENT, LLC charges clients a fee based on a percentage of their assets under management. This fee structure ensures that the advisor’s interests are aligned with those of their clients as it is in the advisor’s best interest to help their clients grow their assets. The firm does not receive commissions or other forms of compensation for recommending specific products or services.
Background
STADION MONEY MANAGEMENT, LLC was established in 1993 and is headquartered in Watkinsville, Georgia. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and operates as a fiduciary. This means that they are legally obligated to act in their clients’ best interests at all times.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or disciplinary actions. The following are some important disclosures to know about STADION MONEY MANAGEMENT, LLC:
- The firm has had no disciplinary actions taken against them by regulatory authorities in the past 10 years.
- There are no legal or arbitration proceedings involving the firm or its employees.
- There are no financial or criminal events that could impact the firm’s ability to provide advisory services.
- The firm does not have any affiliations or relationships with other financial companies that could create potential conflicts of interest.