Different
What Makes Us Different? And Why is This A Huge Deal?
We Are A Positive Force Of Disruption
In The Tax-Advantaged Passive Real Estate Industry & Investment World.
History Of Research. Not Sales & Commissions.
The Financial Advisor World Has A Bad Reputation from Commission-Only Sales Agents. The Owner Never Agreed With The Commissioned Philosophy, So He Never Became A Sales Agent. Instead, he spent many years of his career Dedicated To Researching and Analyzing Your Investments.
Proud We Are Not A One Stop Shop.
You Need Oversight From A Strict Fiduciary And A System Of Checks & Balances. We Work With Independant CPAs, Lawyers and Insurance agents and can even Vet Them For You.
We Are FEE-ONLY
This Means We Can Not Collect A Commission From Any Products. If You Are Only Working With A Broker, Insurance Or Fee-Based Agent Watch Out.
Don't Get Confused. Fee-Based Is Not The Same Thing As Fee-Only. Most Advisors Are Fee-Based. Fee-Based Means Agents Can Still Collect A Commission.We Believe Commissions May Incentivize Agents To Place Their Interest Over Yours.
Meet The Owner
Marc Lescarret, CFP(R), created his Rockaway, NJ, business to protect his friends, family, and you. Too many people are unaware of all their choices and lose a substantial portion of their wealth to taxes, fees and oversights.
Marc Alan Wealth Management is a Registered Investment Advisor Firm
We charge a fixed percentage rate for assets under management. If we are not directly managing your investments, we charge an hourly consultation fee for financial planning services. We do not accept commissions from any products or collect any referral fees for services we recommend.
