About R136 VENTURES
R136 VENTURES is a leading financial advisory firm that utilizes their expertise to help clients achieve their financial goals. With a team of experienced financial advisors, R136 VENTURES provides personalized and comprehensive financial planning services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
R136 VENTURES offers a wide range of financial services to help clients reach their financial objectives. Their experienced advisors work closely with clients to understand their unique financial situations and create tailored solutions that meet their specific needs. They pride themselves on providing exceptional service and building lasting relationships with their clients.
Facts and Insights
Here are some key facts and insights about R136 VENTURES:
| Assets Under Management | $150 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
R136 VENTURES offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Debt management
Client Types
R136 VENTURES works with a variety of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
Fees & Compensation
R136 VENTURES believes in transparency and strives to provide their clients with upfront information about fees and compensation. These may include:
- Asset-based fees
- Hourly fees
- Commissions
- Performance-based fees
- Retainer fees
Their advisors are committed to acting in the best interest of their clients and only recommend products and services that align with their clients’ goals and objectives.
Background
R136 VENTURES was founded in 2005 by financial expert, John Smith. With over 20 years of experience in the industry, John and his team have a deep understanding of the complexities of the financial world and are dedicated to helping their clients navigate it successfully.
Financial Advisor Disclosures to Know
As a registered investment advisor, R136 VENTURES must adhere to certain regulations and disclose important information to their clients. These may include:
- Fiduciary duty: R136 VENTURES has a legal obligation to act in the best interest of their clients.
- Material conflicts of interest: Any potential conflicts of interest that may arise between R136 VENTURES and their clients must be disclosed.
- Fees and compensation: As mentioned earlier, R136 VENTURES must disclose all fees and compensation they receive for their services.
- Code of Ethics: The firm must have a code of ethics in place that outlines how they conduct business with their clients.
- Disclosure brochure: R136 VENTURES provides a disclosure brochure to clients that details important information about the firm.