How does the advisor help clients – Key Takeaways:
RASMUSSEN FINANCIAL provides personalized financial services to clients based on their individual needs and goals. They offer a wide range of financial services, including investment management, retirement planning, and tax planning. Their team of knowledgeable and experienced advisors are dedicated to helping clients achieve financial success.
Facts and Insights
RASMUSSEN FINANCIAL was founded in 1998 and has been in business for over 22 years. They currently have $500 million in assets under management and a team of 10 advisors. Their headquarters are located in New York City, but they also have offices in 5 other cities.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 22 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
Client Types
- Individuals
- Families
- Businesses
- Non-Profit Organizations
Fees & Compensation
RASMUSSEN FINANCIAL charges clients a fee based on a percentage of assets under management. The fee is typically between 1-2% of the total amount managed. They do not receive any commissions or incentives for recommending certain products or services, ensuring that their recommendations are always in the best interest of their clients.
Background
RASMUSSEN FINANCIAL was founded by John Rasmussen, a seasoned financial expert with over 30 years of experience in the industry. He believes in a client-centric approach and is dedicated to helping clients achieve their financial goals through personalized and strategic financial planning.
Financial Advisor Disclosures to Know
All advisors at RASMUSSEN FINANCIAL are required to adhere to all relevant laws and regulations, including the SEC’s fiduciary rule. This means that they are legally obligated to always act in the best interests of their clients.