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How does the advisor help clients – Key Takeaways:
RCP Advisors, LLC provides expert financial services to help guide individuals and families on their journeys towards financial stability and growth. With a team of experienced advisors, they offer comprehensive financial planning, investment management, and wealth management solutions to clients.
Facts and Insights
Founded in 2002, RCP Advisors, LLC has been serving clients for nearly two decades with a dedication to excellence and a commitment to helping clients achieve their financial goals. The firm currently manages over $1.5 billion in assets and has a team of 13 advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 13 | 19 years |
Financial Services Offered
RCP Advisors, LLC offers a wide range of financial services to help clients achieve their short-term and long-term financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Risk management and insurance planning
Client Types
RCP Advisors, LLC serves a diverse range of clients, including high net worth individuals, families, and small business owners. They also work with corporate executives and entrepreneurs, providing specialized financial planning strategies to meet their unique needs.
Fees & Compensation
RCP Advisors, LLC operates on a fee-based structure, meaning that their compensation is based on a percentage of the assets under management. This aligns their interests with those of their clients and ensures that their recommendations are always in the best interest of the client.
Background
The team at RCP Advisors, LLC is made up of experienced and highly qualified financial advisors who have a deep understanding of the industry and a passion for helping clients achieve financial success. They are dedicated to staying current with market trends and industry developments to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RCP Advisors, LLC is required to disclose any potential conflicts of interest or incidents of misconduct. However, the firm has a clean record and has not faced any disciplinary actions or sanctions.