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About 1 ROUNDTABLE PARTNERS LLC
1 ROUNDTABLE PARTNERS LLC is a prominent financial advisory firm that specializes in providing expert financial advice and services to its clients. With years of experience in the financial industry, the firm has established itself as a trusted partner for individuals, families, and businesses in achieving their financial goals. The team at 1 ROUNDTABLE PARTNERS LLC comprises of highly skilled and experienced financial experts who are dedicated to helping their clients make informed financial decisions.
How does the advisor help clients – Key Takeaways:
The financial advisors at 1 ROUNDTABLE PARTNERS LLC provide a wide range of services to help their clients achieve financial success. These include:
- Comprehensive financial planning to create a personalized roadmap for clients’ financial goals
- Investment management to help clients build and protect their wealth
- Retirement planning to ensure clients have a comfortable and secure retirement
- Estate planning to help clients protect and transfer their assets to their loved ones
- Tax planning and management to minimize tax obligations and maximize savings
- Insurance analysis and recommendations to protect clients’ financial assets
Facts and Insights
1 ROUNDTABLE PARTNERS LLC has an impressive track record of helping clients achieve their financial goals. Here are some facts and insights about the firm:
- Currently manages over $500 million in assets under management (AUM)
- Has a team of 15 highly experienced and qualified financial advisors
- Has been in business for over 20 years, providing top-notch financial services to clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business (Years) |
|---|---|---|
| $500 million | 15 | 20+ |
Financial Services Offered
1 ROUNDTABLE PARTNERS LLC offers a wide range of financial services to its clients. These include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance analysis and recommendations
Client Types
The financial advisors at 1 ROUNDTABLE PARTNERS LLC cater to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Corporate executives
- Retirees
Fees & Compensation
1 ROUNDTABLE PARTNERS LLC follows a transparent fee structure and strives to provide value-added services to its clients. The firm charges a percentage of AUM as an annual management fee, and the fee varies depending on the services provided. The firm may also receive fees from third-party providers, such as mutual funds or insurance companies, for recommending their products to clients. The advisors at 1 ROUNDTABLE PARTNERS LLC do not receive any commissions or compensation based on the products they recommend to clients, ensuring their recommendations are unbiased and in their clients’ best interests.
Background
The founding partners of 1 ROUNDTABLE PARTNERS LLC have over 40 years of combined experience in the financial industry. They have built the firm on the principles of trust, integrity, and putting clients’ interests first. The firm’s team of financial experts is continuously updating their skills and knowledge to provide the best possible services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, 1 ROUNDTABLE PARTNERS LLC is legally obligated