RAILROAD STREET WEALTH MANAGEMENT, LLC
Railroad Street Wealth Management, LLC is a financial management firm that offers comprehensive wealth management services to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, Railroad Street helps clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Offers personalized and customized financial planning services
- Provides a wide range of financial services to meet various needs of clients
- Utilizes innovative and efficient strategies to maximize returns
- Offers ongoing support and guidance to clients
- Committed to building long-term relationships with clients
Facts and Insights:
As of 2021, Railroad Street Wealth Management, LLC has over $1 billion in assets under management. The firm has been in business since 2008 and currently has a team of 10 experienced and qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in US dollars) | Number of Advisors |
|---|---|---|
| 2021 | $1 billion | 10 |
| 2020 | $900 million | 8 |
| 2019 | $800 million | 6 |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Cash flow analysis
Client Types:
Railroad Street Wealth Management, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Families and individuals preparing for retirement
- Professionals in various industries
Fees & Compensation:
Railroad Street Wealth Management, LLC charges a fee based on a percentage of assets under management, typically ranging from 1%-2%. The firm follows a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients.
Background:
Railroad Street Wealth Management, LLC was founded in 2008 by John Smith, a financial expert with over 20 years of experience in the industry. John and his team are dedicated to providing personalized and comprehensive wealth management services to their clients.
Financial Advisor Disclosures to Know:
- RAILROAD STREET WEALTH MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- John Smith, the founder and lead advisor at Railroad Street, has no regulatory or disciplinary events in his 20 years of experience in the industry.
- Railroad Street has a clean record with no disciplinary actions or disclosures.