DirectRound Management, LLC: Your Trusted Financial Advisor
directround Management, LLC is a leading financial advisory firm that focuses on helping clients to achieve their financial goals. Founded in 2005, the firm has a team of experienced advisors who excel in providing comprehensive financial planning and investment management services. With their exceptional expertise and knowledge, directround Management, LLC has become a trusted name in the industry.
How does the advisor help clients – Key Takeaways:
- Developing personalized financial plans to meet individual goals and needs
- Offering strategic investment management services
- Providing ongoing guidance and support throughout the client’s financial journey
- Staying updated with market trends and constantly adjusting the portfolio to maximize returns
- Ensuring transparency and open communication with clients
Facts and Insights
DirectRound Management, LLC has been in the business for over 16 years and has established a strong reputation for providing top-notch financial advisory services. The firm has offices in major cities across the United States, enabling them to serve clients from all backgrounds and industries.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.3 billion | 12 | 16 years |
Financial Services Offered
DirectRound Management, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their future. These services include:
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Risk management
Client Types
DirectRound Management, LLC caters to a diverse range of clients including high-net-worth individuals, families, and businesses. The firm understands that each client has unique financial needs and therefore, offers tailored solutions to meet their specific objectives.
Fees & Compensation
DirectRound Management, LLC charges a percentage of assets under management as their fee, which is typically between 1% to 2% depending on the size of the portfolio and the complexity of the client’s financial situation. This fee structure aligns the advisor’s interests with the client’s, as the firm benefits when the client’s portfolio grows.
Background
The team at DirectRound Management, LLC consists of highly qualified and experienced financial advisors who have a deep understanding of the industry and the ever-changing financial landscape. Their expertise, along with a client-centric approach, ensures that clients receive the best possible advice and service.
Financial Advisor Disclosures to Know
DirectRound Management, LLC has a clean record with no disciplinary actions or conflicts of interest reported. The firm operates with the highest ethical standards and always puts their clients’ interests first.