How does the advisor help clients – Key Takeaways:
ALAN M. ROSEMAN CPA LLC acts as a trusted financial advisor to assist clients in achieving their financial goals. The firm provides a comprehensive range of services to clients, including investment management, financial planning, tax planning, and more. With these services, the firm aims to help clients build and preserve their wealth over the long term.
Facts and Insights
ALAN M. ROSEMAN CPA LLC was founded by Alan M. Roseman, a Certified Public Accountant (CPA) with over 20 years of experience in the financial industry. The firm is based in New York City and serves clients nationwide. As a financial expert, Alan M. Roseman is committed to staying up-to-date with the latest market trends and financial strategies to provide the best advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 1 | Over 20 years |
Financial Services Offered
ALAN M. ROSEMAN CPA LLC offers a variety of financial services to help clients achieve their long-term financial goals. These services include:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Education planning
These services are tailored to meet the unique needs and goals of each client, and the firm takes a holistic approach to financial management, considering all aspects of a client’s financial life.
Client Types
ALAN M. ROSEMAN CPA LLC serves a diverse range of clients, including individuals, families, and small business owners. The firm’s dedicated team of advisors has the expertise and experience to assist clients at various stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and transfer their assets.
Fees & Compensation
ALAN M. ROSEMAN CPA LLC operates on a fee-only basis, meaning they do not earn commissions or receive any compensation from third-party products. This fee structure ensures that the firm always acts in the best interests of their clients, as their only source of revenue is directly from the clients themselves. Fees are calculated as a percentage of assets under management and vary depending on the services provided.
Background
ALAN M. ROSEMAN CPA LLC was founded based on the belief that everyone deserves access to professional financial advice and guidance. The firm takes a client-first approach and prioritizes building long-term relationships with their clients. This allows them to gain a deep understanding of each client’s unique situation and provide personalized solutions.
Financial Advisor Disclosures to Know
ALAN M. ROSEMAN CPA LLC values transparency and provides clients with all necessary disclosures to make informed decisions. This includes a detailed explanation of the fees and compensation structure, potential conflicts of interest, and any disciplinary actions or legal proceedings involving the firm or its advisors.