How does the advisor help clients – Key Takeaways:
RGA Investment Advisors, LLC is an experienced financial advisory firm that specializes in providing comprehensive financial planning and investment management services to its clients. With a team of highly qualified advisors, RGA Investment Advisors, LLC works tirelessly to help clients achieve their financial goals and secure their financial future.
Facts and Insights
RGA Investment Advisors, LLC was founded in 2005 and has since then become a trusted resource for individuals, families, and businesses seeking professional financial guidance. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent registered investment advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 10 | 13 years |
Financial Services Offered
RGA Investment Advisors, LLC offers a wide range of financial services including asset management, retirement planning, tax planning, estate planning, risk management, and education funding. The firm works with its clients to develop customized financial plans tailored to their specific needs and goals.
Client Types
RGA Investment Advisors, LLC serves a diverse clientele including individuals, families, small businesses, and non-profit organizations. The firm’s goal is to provide expert financial guidance to help clients of all backgrounds and financial goals achieve financial success.
Fees & Compensation
RGA Investment Advisors, LLC operates on a fee-based compensation structure, which means that advisors are not paid commissions on specific financial products or services they recommend. This aligns the firm’s interests with those of its clients, ensuring that the advice given is in the best interest of the client.
Background
The team at RGA Investment Advisors, LLC comprises of experienced financial professionals with a wealth of knowledge and expertise in the financial industry. The firm’s advisors hold various professional certifications including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, RGA Investment Advisors, LLC is legally required to disclose any potential conflicts of interest that may arise in the course of providing financial advice to clients. The firm’s advisors are held to a fiduciary standard, meaning that they are ethically bound to act in the best interest of their clients at all times.
In conclusion, RGA Investment Advisors, LLC provides comprehensive financial services and personalized advice to help clients achieve their financial goals. With a team of experienced advisors and a commitment to putting clients’ interests first, the firm has become a trusted resource for individuals and businesses looking for expert financial guidance.