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How does the advisor help clients – Key Takeaways:
RATHBONES is a nationally recognized financial advisory firm that offers a wide range of services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and more. Their team of experienced advisors works closely with clients to create personalized strategies that align with their individual needs and objectives.
Facts and Insights
RATHBONES has been in the financial industry for over 25 years, making it a highly experienced and reliable firm. They have a team of over 100 advisors across the country, allowing them to serve a large number of clients and provide a wide range of expertise. As of December 2020, RATHBONES reported having over $40 billion in assets under management.
According to their latest annual report, RATHBONES has seen a 17% increase in assets under management over the past year, indicating strong growth and a large client base. This growth has been attributed to their proactive approach to financial planning and investment management, as well as their commitment to providing exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1996 | 100+ | $40+ billion |
Financial Services Offered
RATHBONES offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Business planning
Client Types
RATHBONES serves individuals, families, and businesses of all sizes and industries. Their diverse team of advisors allows them to cater to a wide range of client needs. They also have specialized advisors who focus on serving high net worth individuals, business owners, and retirees.
Fees & Compensation
RATHBONES takes a transparent approach to fees and compensation, ensuring that clients are fully aware of what they are paying for and why. They offer fee-based services, which means that they charge a percentage of assets under management as well as fees for specific services such as financial planning. This fee structure aligns the firm’s success with the success of their clients.
Background
RATHBONES was founded in 1996 with the mission to provide clients with high-quality financial advice and exceptional service. Over the years, the firm has built a strong reputation for its expertise, integrity, and dedication to client satisfaction. They continue to expand and evolve, staying ahead of industry trends and regulations to best serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RATHBONES is legally required to disclose any potential conflicts of interest to clients. They may receive compensation from third parties for recommending specific products or services, however, they are committed to always putting their clients’ best interests first and disclosing any conflicts as they arise.