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How does the advisor help clients – Key Takeaways:
Raven Ridge Advisors, LLC is a trusted financial advisory firm that caters to clients seeking expert guidance in managing their finances. Through their team of highly experienced advisors and extensive range of services, they strive to help clients achieve their financial goals and create a stable financial future.
Facts and Insights
Raven Ridge Advisors, LLC was founded in 2010 and is based in New York City. The firm has over 50 advisors and manages assets worth over $2 billion for its clients. With their expertise and knowledge, the firm has been able to consistently provide effective financial solutions to their diverse clientele.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 10 years |
Financial Services Offered
Raven Ridge Advisors, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include investment management, retirement planning, estate planning, tax planning, risk management, and more. Their team of advisors works closely with clients to develop personalized financial plans that align with their unique goals and objectives.
Client Types
Raven Ridge Advisors, LLC caters to a variety of clients including individuals, families, businesses, and institutions. They provide tailored financial solutions to each client based on their specific needs and circumstances, ensuring that their financial future is secure and stable.
Fees & Compensation
The firm operates on a fee-only structure, which means their compensation is solely based on the services they provide to their clients. This ensures that their recommendations are unbiased and in the best interest of their clients. Their fees are transparent and based on a percentage of the assets under management.
Background
The advisors at Raven Ridge Advisors, LLC come from diverse backgrounds and have extensive experience in the financial industry. They possess a deep understanding of markets and investment strategies, which allows them to provide sound financial advice to their clients. The firm also regularly conducts research and stays up-to-date on market trends, ensuring that their clients benefit from the latest industry insights.
Financial Advisor Disclosures to Know
As a registered investment advisor, Raven Ridge Advisors, LLC is required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty to act in the best interest of their clients, and their team of advisors always prioritize their clients’ needs and goals above their own.