RABKIN ADVISORS LLC: A Proven Financial Expert Helping Clients Achieve their Goals
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Uses a holistic approach to understand each client’s unique financial situation and goals
- Offers a wide range of financial services to meet the diverse needs of clients
- Specializes in assisting high-net-worth individuals and families
Facts and Insights
RABKIN ADVISORS LLC is a top-rated financial advisory firm with years of experience in helping clients achieve their financial objectives. Led by a team of highly skilled financial experts, the firm is committed to providing personalized and comprehensive financial solutions to its clients. By leveraging their extensive knowledge and expertise, the advisors at RABKIN ADVISORS LLC help clients navigate the complexities of the financial world and make informed decisions that align with their long-term goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
RABKIN ADVISORS LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
RABKIN ADVISORS LLC primarily serves high-net-worth individuals and families, as well as small business owners. The firm believes in building long-term relationships with its clients and providing them with personalized and tailored solutions that meet their specific needs.
Fees & Compensation
The fee structure at RABKIN ADVISORS LLC is based on a percentage of assets under management, with an annual retainer fee and additional fees for certain services. The firm is committed to transparency in its fee structure and provides a clear breakdown of all costs to its clients. Clients can also choose to work with the firm on a fee-only or fee-based basis.
Background
RABKIN ADVISORS LLC was founded in 2005 by John Rabkin, a seasoned financial expert and CFP® professional. With over 20 years of experience in the financial industry, John leads a team of dedicated advisors who share his commitment to providing clients with exceptional financial guidance. The firm has a client-centric approach and strives to build lasting relationships based on trust, transparency, and integrity.
Financial Advisor Disclosures to Know
As a registered investment advisor, RABKIN ADVISORS LLC is required to disclose any potential conflicts of interest to its clients. The firm has a strict code of ethics and complies with all regulatory requirements. Clients can access the firm’s Form ADV, which outlines its services, fees, and any disciplinary history or disclosures, on the SEC’s website or by contacting the firm directly.
RABKIN ADVISORS LLC is a trusted partner for high-net-worth individuals and families looking to secure their financial future. With a proven track record of success and a commitment to personalized and comprehensive financial planning, the firm continues to be a top choice for those seeking expert financial guidance.