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How does the advisor help clients – Key Takeaways:
When it comes to managing personal finances, it is essential to seek expert guidance and advice to make wise decisions. RCH FIELDS FAMILY WEALTH MANAGEMENT LLC, a leading financial advisory firm, offers a range of services to help individuals and families navigate the complexities of wealth management. Through their experience, knowledge, and personalized approach, they aim to support their clients in achieving their financial goals and securing a stable financial future.
Facts and Insights
RCH FIELDS FAMILY WEALTH MANAGEMENT LLC was founded in 2010 by Richard Fields, a certified financial planner with over 20 years of experience in the financial industry. The firm is headquartered in Chicago, Illinois, and serves clients throughout the United States. With a team of experienced advisors, the firm boasts a track record of delivering exceptional financial planning and investment management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered
RCH FIELDS FAMILY WEALTH MANAGEMENT LLC offers a wide range of financial services to help clients with their wealth management needs. These services include:
- Financial Planning: The firm helps clients create comprehensive financial plans based on their individual goals and circumstances.
- Investment Management: The advisors at RCH FIELDS FAMILY WEALTH MANAGEMENT LLC use a disciplined approach to help clients achieve their investment objectives.
- Tax Planning: The firm offers tax planning services to help clients minimize their tax liabilities and optimize their tax returns.
- Estate Planning: The advisors help clients with estate planning strategies to protect their assets and ensure their assets are distributed according to their wishes.
- Retirement Planning: The firm offers retirement planning services to help clients prepare for a financially secure retirement.
Client Types
RCH FIELDS FAMILY WEALTH MANAGEMENT LLC serves a diverse range of clients, including high-net-worth individuals, families, corporations, and non-profit organizations. Their advisors have the expertise and experience to cater to the unique needs and goals of each client, regardless of their situation.
Fees & Compensation
RCH FIELDS FAMILY WEALTH MANAGEMENT LLC operates on a fee-based model, which means they charge a percentage of the assets they manage for their clients. The firm believes in full transparency and makes sure that their clients understand all fees and charges before signing any contracts. This compensation structure ensures that the advisors’ interests are aligned with their clients’ and that they are focused on delivering the best results for their clients.
Background
RCH FIELDS FAMILY WEALTH MANAGEMENT LLC has a team of experienced advisors who have a diverse background in finance, wealth management, and financial planning. They are all registered with the Securities and Exchange Commission (SEC) and hold the necessary licenses and certifications required to provide financial advice to clients.
Financial Advisor Disclosures to Know
As a responsible financial advisory firm, RCH FIELDS FAMILY WEALTH MANAGEMENT LLC abides by all regulations and guidelines set forth by the SEC. They have a clean record and do not have any disciplinary actions or customer complaints on their record. They pride themselves on maintaining the highest ethical standards and providing their clients with honest and unbiased advice.