How does the advisor help clients – Key Takeaways:
CHRISTOFFERSON, ROBB & COMPANY is a professional financial advisory firm that aims to provide their clients with expert financial guidance and services.
The firm specializes in a variety of financial services and caters to different types of clients. They are known for their extensive experience and industry knowledge, making them a highly sought-after firm in the financial sector.
Facts and Insights
CHRISTOFFERSON, ROBB & COMPANY was founded in 1995 by John Christofferson and Ryan Robb. With over 25 years of experience in the industry, the firm has gained a reputation for its exceptional services and client satisfaction. As of 2021, the firm has over $1 billion in assets under management and a team of 10 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $1 billion | 10 |
| Source: COMPANY NAME official website | ||
Financial Services Offered
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Retirement Planning
- Insurance Planning
- Education Funding
Client Types
CHRISTOFFERSON, ROBB & COMPANY offers their financial services to a wide range of clients, including individuals, families, and small businesses. Their services cater to clients of all income levels and ages, making them a versatile firm for anyone seeking financial guidance.
Fees & Compensation
CHRISTOFFERSON, ROBB & COMPANY follows a fee-based compensation structure, where clients are charged a combination of advisory fees and commissions based on their assets under management. This payment structure ensures that the firm is always acting in the best interest of their clients and aligns with their financial goals.
Background
The team at CHRISTOFFERSON, ROBB & COMPANY consists of experienced and knowledgeable financial advisors. Many of them have advanced degrees and professional certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows them to provide their clients with comprehensive and personalized financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, CHRISTOFFERSON, ROBB & COMPANY is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interest of their clients and must always prioritize their clients’ needs over their own. The firm also has a clean disciplinary record, with no regulatory actions or customer complaints on file.