About R.P. BOGGS & CO. WEALTH MANAGEMENT
R.P. BOGGS & CO. WEALTH MANAGEMENT is a full-service financial firm that provides expert guidance on a wide range of financial matters. With their team of experienced advisors, R.P. BOGGS & CO. WEALTH MANAGEMENT is dedicated to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
Here are some key takeaways to know about R.P. BOGGS & CO. WEALTH MANAGEMENT:
- R.P. BOGGS & CO. WEALTH MANAGEMENT has been in business for over 20 years, providing consistent and reliable services to their clients.
- The firm’s team of advisors have a combined experience of over 50 years in the financial industry.
- R.P. BOGGS & CO. WEALTH MANAGEMENT has over $100 million in assets under management, showing their ability to handle the financial needs of their clients.
- The firm has a reputation for providing personalized and comprehensive financial planning services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20+ years |
Financial Services Offered
R.P. BOGGS & CO. WEALTH MANAGEMENT offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- College Planning
- Insurance Planning
- Charitable Giving Strategies
Client Types
R.P. BOGGS & CO. WEALTH MANAGEMENT works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Families
- Non-profit organizations
Fees & Compensation
R.P. BOGGS & CO. WEALTH MANAGEMENT follows a fee-based compensation model, which means that their fees are based on a percentage of the assets they manage for their clients. This ensures that the firm’s interests are aligned with their clients’ interests, as their compensation is directly tied to the performance of their clients’ assets.
Background
R.P. BOGGS & CO. WEALTH MANAGEMENT was founded in 1998 by financial expert R.P. Boggs. With a passion for helping others achieve financial success, R.P. Boggs has built a team of experienced and knowledgeable advisors to provide top-notch financial guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, R.P. BOGGS & CO. WEALTH MANAGEMENT is required to disclose any potential conflicts of interest to their clients. This includes any compensation they may receive from third-party companies for recommending their products or services. However, the firm prides itself on being transparent and always putting their clients’ best interests first.