RASKIN GLOBAL INC.
Raskin Global Inc. is a financial advisory firm that provides expert financial advice to individuals, families, and businesses around the globe. With over 20 years of experience in the industry, the firm has established a strong reputation for its comprehensive and personalized approach to wealth management.
How does the advisor help clients – Key Takeaways:
The advisors at Raskin Global Inc. have a deep understanding of the financial markets and use their expertise to provide their clients with customized solutions that align with their unique financial goals and risk tolerance. They offer a wide range of financial services, including investment management, wealth planning, retirement planning, tax planning, and estate planning.
Facts and Insights
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 50+ | 20+ years |
Raskin Global Inc. serves a diverse client base, including high-net-worth individuals, families, and small to medium-sized businesses. The firm’s team of advisors consists of highly qualified and experienced professionals who work closely with each client to understand their needs and create a tailored financial plan to help them achieve their goals.
Financial Services Offered
The firm offers a range of financial services to cater to the varying needs of their clients. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Tax planning
- Estate planning
Client Types
Raskin Global Inc. serves a diverse range of clients, including:
- High-net-worth individuals and families
- Business owners and executives
- Retirees
- Young professionals
- Small to medium-sized businesses
Fees & Compensation
Raskin Global Inc. charges a fee for their services based on a percentage of the client’s assets under management. This ensures that the advisors have a vested interest in helping their clients grow their wealth and achieve their financial goals. The firm is committed to transparency, and all fees are discussed and agreed upon with the client before any services are provided.
Background
Raskin Global Inc. was founded in 2000 by John Raskin, a seasoned financial advisor with over 30 years of experience. The firm has grown to become a leading financial advisory firm, with a team of highly qualified and experienced advisors who are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
Raskin Global Inc. believes in full transparency and adheres to all regulations set by financial authorities. As per the Securities and Exchange Commission (SEC) regulations, all financial advisors must disclose any potential conflicts of interest to their clients. Potential conflicts of interest may include commission-based compensation or affiliations with other financial institutions. The advisors at Raskin Global Inc. comply with these regulations and provide full disclosure to their clients to ensure transparency and build trust.