How does CITY NATIONAL ROCHDALE help clients – Key Takeaways:
CITY NATIONAL ROCHDALE is a leading financial advisor with extensive experience in providing comprehensive investment management services to high net worth individuals and institutions. With a team of expert financial advisors, the firm is dedicated to helping its clients achieve their financial goals through personalized strategies and a disciplined approach to investing.
Facts and Insights:
The following table provides an overview of CITY NATIONAL ROCHDALE’s assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $69.5 billion | 115 | over 30 years |
CITY NATIONAL ROCHDALE specializes in providing investment management services for high net worth individuals, families, and institutions. With a focus on building long-term relationships, the firm is committed to delivering superior results and meeting the unique needs of each client.
Financial Services Offered:
CITY NATIONAL ROCHDALE offers a range of financial services to its clients, including:
- Portfolio management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
These services are customized to meet the specific needs of each client, and the firm uses a variety of investment strategies to help clients achieve their financial goals.
Client Types:
CITY NATIONAL ROCHDALE serves a diverse range of clients, including individuals, families, trusts, estates, endowments, and foundations. The firm’s investment strategies are tailored to each client’s unique financial situation and risk tolerance, and its experienced financial advisors work closely with clients to develop personalized plans that align with their objectives.
Fees & Compensation:
CITY NATIONAL ROCHDALE charges a fixed percentage of assets under management as its fee, which is typically between 0.50% and 1.50%. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the firm’s compensation is directly tied to the performance of clients’ portfolios. The exact fee percentage is determined based on the complexity of the client’s financial situation and the level of services provided.
Background:
CITY NATIONAL ROCHDALE was founded in 1987 and is headquartered in New York City. It is a subsidiary of City National Bank, one of the largest banks in the United States. The firm has a team of highly experienced financial advisors who possess a wealth of knowledge in investment management, financial planning, and tax and estate planning.
Financial Advisor Disclosures to Know:
CITY NATIONAL ROCHDALE is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest to its clients. This includes any outside business activities or financial interests that may impact the firm’s ability to provide unbiased and objective advice to clients.
In addition, all of CITY NATIONAL ROCHDALE’s advisors are fiduciaries, meaning they are legally obligated to act in their clients’ best interests at all times. This ensures that clients can trust that their financial advisor is always working in their best interest and not influenced by any external factors.