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How does the advisor help clients – Key Takeaways:
For over 20 years, RLH Equity Partners has been a trusted financial advisor for individual and corporate clients. Their team of experienced professionals provides personalized and comprehensive financial services to help clients reach their goals and secure their financial future.
Facts and Insights
RLH Equity Partners currently manages over $500 million in assets and has a team of 15 highly qualified advisors. With their combined expertise and industry knowledge, they have successfully guided clients through various market conditions and helped them achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 20 years |
Financial Services Offered
RLH Equity Partners offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, financial planning, retirement planning, estate planning, insurance planning, and tax planning. They also provide access to alternative investments such as private equity and real estate.
Client Types
RLH Equity Partners serves a variety of clients, including high net worth individuals, families, and corporate clients. They also specialize in working with entrepreneurs, business owners, and professionals such as doctors and lawyers.
Fees & Compensation
The fees and compensation structure at RLH Equity Partners are transparent and aligned with their clients’ best interests. They charge a percentage of assets under management and may also receive performance-based fees for certain investments. Clients can expect a comprehensive and personalized approach to financial planning without any hidden fees or conflicts of interest.
Background
Founded in 1999, RLH Equity Partners has a long-standing reputation in the financial industry. The firm is headquartered in Denver, Colorado, and has a team of highly experienced professionals with diverse backgrounds and expertise. They have a strong track record of helping clients achieve their financial goals and provide unbiased and objective advice.
Financial Advisor Disclosures to Know
As a fiduciary, RLH Equity Partners is legally obligated to act in their clients’ best interests at all times. They have a strict code of ethics and adhere to all regulatory requirements. The firm has a clean regulatory record and does not have any disclosures on their Form ADV, which is publicly available on the Securities and Exchange Commission’s website.
In summary, RLH Equity Partners is a reputable and experienced financial advisor that provides personalized and comprehensive services to help clients achieve their financial goals. With a team of highly qualified advisors and a transparent fee structure, clients can have peace of mind knowing that their financial future is in good hands.