How does the advisor help clients – Key Takeaways:
Rational Investment Group, LLC is dedicated to providing expert financial advice to its clients. With a team of experienced professionals, the company strives to help its clients achieve their financial goals through sound investment strategies and personalized guidance.
Facts and Insights
Rational Investment Group, LLC is a registered investment advisor that was founded in 2005. The company is based in New York City and has been operating for over 15 years. Throughout its history, the company has remained committed to its core values of honesty, integrity, and transparency.
As a financial expert, Rational Investment Group, LLC closely monitors the market and economic trends to provide insights and stay ahead of potential challenges that may affect its clients’ investments. The company also conducts thorough research and analysis to identify strategic opportunities for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.2 billion | 25 |
Financial Services Offered
Rational Investment Group, LLC offers a wide range of financial services to cater to its clients’ needs. Some of the services include investment management, retirement planning, estate planning, tax planning, and risk management. The company also provides education and guidance on various financial topics to empower its clients to make informed decisions.
Client Types
Rational Investment Group, LLC serves a diverse group of clients, including individuals, families, small businesses, and institutions. The company is committed to tailoring its services to meet the unique needs and goals of each client. By providing personalized solutions, Rational Investment Group, LLC strives to build long-term relationships with its clients.
Fees & Compensation
Rational Investment Group, LLC follows a fee-based compensation structure, where the company charges a percentage of the assets under management as its fee. This transparent approach ensures that the company’s interests align with those of its clients. The fees charged by Rational Investment Group, LLC are competitive and in line with industry standards.
Background
Rational Investment Group, LLC is a registered investment advisor that is regulated by the Securities and Exchange Commission (SEC). The company and its advisors adhere to strict ethical and professional standards to ensure the best interests of its clients are always prioritized. The company also has a team of experienced professionals with diverse backgrounds, allowing it to provide comprehensive and well-rounded financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rational Investment Group, LLC is required to disclose any potential conflicts of interest and any disciplinary actions taken against the company or its advisors. These disclosures are available to the public and can be accessed through the SEC’s Investment Adviser Public Disclosure (IAPD) website.