M3 Advisors, LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
M3 Advisors, LLC provides financial planning, consulting, and investment advisory services. They focus on understanding clients' financial goals and creating plans to achieve them. Supervised persons of M3A may provide access to securities and insurance products through Valmark Securities and various insurance agencies.
Fee Structure
M3A charges hourly rates between $100 and $800, or flat fees from $500 to $100,000 for financial planning and consulting. Fees depend on the complexity of the client's situation and resources used. All fees are negotiable. Supervised persons of M3A receive compensation for selling securities and insurance products through Valmark Securities and affiliated insurance agencies.
Areas of Practice
Location
315 Commercial Dr, Suite A-4, Savannah, GA, 31406