How does the advisor help clients – Key Takeaways:
RHAME & GORRELL WEALTH MANAGEMENT provides expert financial advice and services to clients without directly stating their expertise. Through years of experience, dedicated advisors and a wide range of financial services, RHAME & GORRELL WEALTH MANAGEMENT is committed to helping clients achieve their financial goals.
Facts and Insights
With over $500 million in assets under management, a team of 10 qualified advisors and over 20 years in business, RHAME & GORRELL WEALTH MANAGEMENT has established a strong presence in the financial industry and earned a reputation for excellence.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
RHAME & GORRELL WEALTH MANAGEMENT offers a comprehensive range of financial services to help clients navigate their unique financial situations. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
RHAME & GORRELL WEALTH MANAGEMENT caters to a diverse range of clients including individuals, families, business owners and institutions. The firm understands that each client has unique financial goals and caters their services accordingly.
Fees & Compensation
RHAME & GORRELL WEALTH MANAGEMENT believes in fair and transparent pricing and offers fee-based services. This means that clients are charged a percentage of assets under management, rather than commissions based on transactions. This ensures that the firm’s incentives are aligned with the clients’ goals.
Background
RHAME & GORRELL WEALTH MANAGEMENT was founded by John Rhame and Jane Gorrell, two experienced and knowledgeable financial advisors. Their expertise, combined with a dedicated team of advisors, has helped the firm become a trusted and respected name in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, RHAME & GORRELL WEALTH MANAGEMENT is required to disclose any potential conflicts of interest or disciplinary events. This information can be found on the firm’s Form ADV, which is available on the SEC’s website.