How does the advisor help clients – Key Takeaways:
RIVIERA CAPITAL PARTNERS, LLC is committed to providing expert financial advice and guidance to their clients. While they do not explicitly state that they are financial experts, their extensive experience and track record in the industry speak for themselves.
The following key takeaways highlight how RIVIERA CAPITAL PARTNERS, LLC helps their clients:
- Providing personalized financial recommendations tailored to each client’s unique needs and goals.
- Offering a wide range of financial services to help clients achieve their financial objectives.
- Working closely with clients to develop a comprehensive financial plan and regularly reviewing and adjusting it as needed.
- Helping clients navigate complex financial decisions and providing guidance and support every step of the way.
Facts and Insights
Founded in 2001, RIVIERA CAPITAL PARTNERS, LLC has been operating for nearly 20 years. In that time, they have become a trusted and reputable financial advisor firm, serving clients across the country.
RIVIERA CAPITAL PARTNERS, LLC currently has $2 billion in assets under management and employs 25 financial advisors. This speaks to their extensive resources and expertise in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 20 years |
Financial Services Offered
RIVIERA CAPITAL PARTNERS, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
RIVIERA CAPITAL PARTNERS, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
RIVIERA CAPITAL PARTNERS, LLC operates on a fee-only basis, meaning they do not receive commissions or compensation from third-party providers. This ensures that their advice is always in the best interest of their clients.
They charge their clients a percentage of assets under management, as well as a flat fee for financial planning services. This fee structure helps align their interests with their clients’ and ensures transparency in their compensation.
Background
RIVIERA CAPITAL PARTNERS, LLC was founded by a team of experienced financial professionals who had a shared vision of providing personalized and comprehensive financial advice to their clients. With decades of combined experience, the team at RIVIERA CAPITAL PARTNERS, LLC has the knowledge and expertise to help clients achieve their financial objectives.
Financial Advisor Disclosures to Know
It is important for clients to know about any potential conflicts of interest or disciplinary actions when choosing a financial advisor. At RIVIERA CAPITAL PARTNERS, LLC, they have a strict policy of transparency and disclosure. They are registered with the Securities and Exchange Commission (SEC) and have a clean record with no disciplinary actions reported.
Additionally, RIVIERA CAPITAL PARTNERS, LLC is a fiduciary, meaning they are legally obligated to act in their clients’ best interests at all times. This provides their clients with peace of mind knowing that their financial advisor is always working in their best interest.