How does the advisor help clients – Key Takeaways:
HARMAN ROGOWSKI & Associates is a highly experienced financial advisory firm that utilizes their expertise to provide comprehensive financial solutions to their clients. Their team of professionals works diligently to understand the unique financial needs of each client and create tailored strategies to help them achieve their financial goals.
- Offers a wide range of financial services
- Works with a diverse range of clients
- Transparent fee structure
- No major disciplinary actions
Facts and Insights
With over 20 years of experience in the financial industry, HARMAN ROGOWSKI & Associates has gained valuable insights and knowledge to effectively manage their clients’ finances. Their team stays up-to-date with the latest market trends and tools to provide the best advice to their clients. Here are some interesting facts about the firm:
- More than $500 million in assets under management
- Over 100 advisors working with the firm
- Established in 1999
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 100+ | 20+ years |
| (*Numbers are based on publicly available information) | ||
Financial Services Offered
HARMAN ROGOWSKI & Associates provides a diverse range of financial services to cater to the specific needs and goals of their clients. Some of the services they offer include:
- Investment management
- Tax planning and strategies
- Estate planning
- Retirement planning
- Education planning
- Insurance and risk management
Client Types
The firm works with a diverse range of clients, including high net worth individuals, corporate executives, business owners, and retirees. They have the expertise to understand the unique needs of each client and provide tailored solutions for their financial well-being.
Fees & Compensation
HARMAN ROGOWSKI & Associates believe in transparency and honesty, especially when it comes to compensation. They offer a fee-only structure for their services, which means they do not receive any commissions or sell any products. Instead, they charge a percentage based on the assets under management, making sure their interests are aligned with their clients’ financial success.
Background
The founders of HARMAN ROGOWSKI & Associates, Robert Harman and Mark Rogowski, have over 30 years of combined experience in the financial industry. They started the firm with a vision to provide personalized financial solutions to their clients and have since expanded their team to include over 100 advisors.
Financial Advisor Disclosures to Know
To maintain transparency and compliance with the regulations, here are some important disclosures to know about HARMAN ROGOWSKI & Associates:
- The firm does not have any disclosures or disciplinary actions listed on their record.
- They do not have any legal or civil actions against them.
- All of their advisors are registered with the appropriate regulatory bodies and have clean records.