Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marnie? Claim Your ProfileMarnie Baird is a financial advisor with American Money Management, LLC, a registered investment advisor. Marnie is a Certified Financial Planner and has been in the financial services industry since September 2014. Marnie specializes in providing financial planning, portfolio management, and selection of other advisors services to individuals, businesses, and charitable organizations. The firm's main office is located in Rancho Santa Fe, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/23/2021 - Present
American Money Management, LLC (RANCHO SANTA FE CA)
Active
Inactive
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