About RIKOON CAPITAL PARTNERS, LLC
RIKOON CAPITAL PARTNERS, LLC is a leading financial advisory firm that provides expert financial advice to clients. With a team of experienced financial experts, RIKOON CAPITAL PARTNERS, LLC offers a wide range of financial services to assist clients in achieving their financial goals.
How does the advisor help clients – Key Takeaways:
- A team of experienced financial experts
- Wide range of financial services
- Assistance in achieving financial goals
Facts and Insights
As a financial expert, RIKOON CAPITAL PARTNERS, LLC utilizes its expertise and knowledge to guide clients in making sound financial decisions. With deep insights into the financial markets and trends, the firm helps clients navigate the complex world of finance and also educate them on financial strategies to achieve their goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 5 years |
Financial Services Offered
RIKOON CAPITAL PARTNERS, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include but are not limited to:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types
RIKOON CAPITAL PARTNERS, LLC serves a diverse clientele ranging from high-net-worth individuals to small business owners. The firm has the expertise to cater to the needs of different types of clients and provide tailored financial solutions to meet their specific goals.
Fees & Compensation
RIKOON CAPITAL PARTNERS, LLC is a fee-only advisor, which means their compensation comes solely from their clients and not from commissions or product sales. This eliminates any potential conflicts of interest and allows the firm to provide unbiased and transparent advice to its clients.
Background
RIKOON CAPITAL PARTNERS, LLC was founded in 2015 by John Rikoon, who has over 20 years of experience in the financial industry. He leads a team of experienced financial advisors who are dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, RIKOON CAPITAL PARTNERS, LLC is required to disclose any potential conflicts of interest or past disciplinary actions. The firm has a clean record and is committed to maintaining the highest ethical standards in its business practices.