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How does the advisor help clients – Key Takeaways:
Curtis Root Investment Services is a professional financial advisory firm that aims to help clients achieve their financial goals through customized investment strategies and expert financial advice. With a team of experienced advisors and a wide range of financial services, Curtis Root Investment Services is dedicated to helping clients navigate the complex world of finance and achieve financial success.
Facts and Insights
Founded in 2009, Curtis Root Investment Services has over a decade of experience in the financial industry and has established itself as a leading investment advisory firm. The firm has a team of over 50 advisors who are highly experienced and knowledgeable in various aspects of finance, including wealth management, retirement planning, and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 50+ | Over 10 years |
Financial Services Offered
Curtis Root Investment Services offers a wide range of financial services to cater to the diverse needs of their clients. These services include portfolio management, wealth management, retirement planning, tax planning, estate planning, and risk management. With their comprehensive approach to financial planning, the firm is able to provide clients with personalized and effective solutions for their financial goals.
Client Types
The firm serves a diverse clientele including individuals, families, and businesses of all sizes. Curtis Root Investment Services works closely with each client to understand their unique financial needs and goals, and tailor their services to ensure that clients receive the best possible outcomes.
Fees & Compensation
Curtis Root Investment Services follows a transparent fee structure, with fees based on a percentage of assets under management. The firm believes in aligning their interests with those of their clients, and therefore only charges fees when they help clients achieve their financial goals. This fee-based structure ensures that the firm’s advisors have a vested interest in the success of their clients’ investments.
Background
Curtis Root Investment Services was founded by Curtis Root, a seasoned financial advisor with over 20 years of experience in the industry. After working for several large investment firms, Curtis decided to start his own firm with the goal of providing clients with independent, unbiased, and personalized financial advice. Curtis Root Investment Services continues to uphold these principles and has gained a reputation for its integrity, transparency, and commitment to client success.
Financial Advisor Disclosures to Know
As a fiduciary, Curtis Root Investment Services is committed to acting in the best interests of its clients at all times. The firm fully discloses any potential conflicts of interest and works to ensure that clients are fully informed and educated about their financial decisions. Furthermore, all advisors at Curtis Root Investment Services are required to follow strict ethical standards and comply with all regulatory guidelines.