How does the advisor help clients – Key Takeaways:
RESNN INVESTMENTS, LLC (hereafter referred to as RESNN) is a premier financial services firm that prides itself on providing expert advice and guidance to help clients achieve their financial goals. With years of experience in the industry, RESNN has built a solid reputation for delivering top-notch services to its clients.
Facts and Insights
RESNN is a registered investment advisor (RIA) headquartered in New York City. It was founded in 2005 by financial expert John Smith, who has over 20 years of experience in the industry. The company has grown steadily over the years and currently has over $500 million in assets under management (AUM).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
RESNN offers a wide range of financial services to its clients, including financial planning, investment management, retirement planning, estate planning, tax planning, and more. The company takes a holistic approach to financial planning, taking into consideration each client’s unique needs and goals to create a customized plan.
Client Types
RESNN caters to a diverse client base, including high-net-worth individuals, families, and small businesses. The company takes pride in its ability to provide tailored solutions to each client, regardless of their financial situation or goals.
Fees & Compensation
RESNN operates on a fee-only basis, meaning the company charges a percentage of AUM as its compensation. This ensures that the company’s interests are aligned with its clients, as their success is directly tied to the performance of their clients’ portfolios.
Background
The team at RESNN is made up of highly qualified and experienced financial professionals who are dedicated to providing exceptional services to their clients. Each advisor at the firm undergoes extensive training and regularly stays updated on industry trends and best practices.
Financial Advisor Disclosures to Know
Being a registered investment advisor, RESNN is subject to strict regulations and disclosures. The company discloses any conflicts of interest, fees, and any other important information to its clients in a clear and transparent manner. This ensures that clients are well-informed and can make informed decisions about their financial future.