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How does the advisor help clients – Key Takeaways:
JIM ROBERTS INVESTMENT ADVISORS LLC is committed to providing expert financial advice to their clients. With a team of experienced and knowledgeable advisors, they are dedicated to helping their clients achieve their financial goals.
- Assists clients in creating personalized financial plans
- Provides investment advice and portfolio management services
- Offers ongoing support and guidance to clients
- Utilizes a client-centered approach to financial planning
- Strives to build long-term relationships with clients
Facts and Insights
JIM ROBERTS INVESTMENT ADVISORS LLC has been in business for over 15 years, providing exceptional financial services to their clients. They have a team of 10 advisors, each with extensive experience in the financial industry. Their expertise and commitment to their clients sets them apart from other investment firms.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $100 million |
| 2010 | 10 | $200 million |
| 2015 | 10 | $300 million |
Financial Services Offered
JIM ROBERTS INVESTMENT ADVISORS LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of these services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance services
- Wealth preservation strategies
Client Types
JIM ROBERTS INVESTMENT ADVISORS LLC works with a variety of clients, including high net worth individuals, families, and small businesses. They understand that each client has unique financial goals and needs, and they tailor their services to meet those specific needs.
Fees & Compensation
As a fee-only advisor, JIM ROBERTS INVESTMENT ADVISORS LLC is committed to providing transparent and fair compensation for their services. They do not receive commissions or incentives for recommending certain investments, ensuring that their clients’ best interests are always the top priority.
Their fees are based on a percentage of the assets under management, ensuring that their compensation is directly tied to their clients’ investment performance. This incentivizes them to work hard and make carefully researched investment decisions for their clients.
Background
The founder and CEO of JIM ROBERTS INVESTMENT ADVISORS LLC, Jim Roberts, has over 25 years of experience in the financial industry. He is a certified financial planner and has extensive knowledge in investment management, retirement planning, and estate planning.
The team at JIM ROBERTS INVESTMENT ADVISORS LLC is also highly qualified and dedicated to providing the best financial services to their clients. They continue to expand their knowledge and stay updated on industry trends to better serve their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to understand any potential conflicts of interest. JIM ROBERTS INVESTMENT ADVISORS LLC is a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times. They have no form of conflict of interest with any of their services, and all fees are fully disclosed to clients.
In addition, JIM ROBERTS INVESTMENT ADVISORS LLC holds all necessary licenses and credentials to provide financial advice and is registered with appropriate regulatory bodies.
Overall, JIM ROBERTS INVESTMENT ADVISORS LLC is a trustworthy and reliable advisor for individuals and families seeking expert financial guidance and support. With their extensive experience, personalized approach, and commitment to acting in their clients’ best interests, they are an excellent choice for achieving financial success.