How does the advisor help clients – Key Takeaways:
J.KENNETH ROSKO, LTD. provides comprehensive financial planning and investment management services to assist clients in achieving their financial goals and objectives.
As an expert in the field, J.KENNETH ROSKO, LTD. offers personalized strategies and advice to help clients make informed decisions regarding their finances.
Facts and Insights:
J.KENNETH ROSKO, LTD. has been in the financial services industry for over 20 years, providing clients with a wealth of experience and knowledge.
With over $200 million in assets under management, J.KENNETH ROSKO, LTD. is a trusted and reputable firm in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 6 | 20+ years |
Financial Services Offered:
- Financial planning
- Investment management
- Tax planning
- Estate planning
Client Types:
- High net worth individuals
- Business owners
- Retirees
Fees & Compensation:
J.KENNETH ROSKO, LTD. operates on a fee-only basis, meaning they do not receive commissions for the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients.
Background:
J.KENNETH ROSKO, LTD. was founded by J. Kenneth Rosko, a highly experienced and knowledgeable financial advisor. He holds various certifications and has a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
J.KENNETH ROSKO, LTD. operates in compliance with all legal and regulatory requirements, including required disclosures to clients. This includes providing clients with information about potential conflicts of interest and any fees or commissions associated with their services.