ROAN CAPITAL PARTNERS

How does the advisor help clients – Key Takeaways:

ROAN CAPITAL PARTNERS is a financial advisory firm that provides expertise and guidance to its clients for making sound financial decisions. The firm offers a wide range of financial services and caters to different types of clients. Their highly experienced and knowledgeable advisors ensure that their clients’ financial goals are met and their wealth is protected. Some key takeaways of how ROAN CAPITAL PARTNERS helps its clients are:

1. Provides personalized financial planning to meet clients’ unique goals and needs.
2. Offers a diverse range of financial services to cater to various needs and objectives.
3. Utilizes a team-based approach to provide clients with comprehensive and well-rounded financial advice.
4. Emphasizes on building long-term relationships with clients and regularly reviews and adjusts their financial plans based on changing circumstances.

Facts and Insights:

ROAN CAPITAL PARTNERS has been in the financial services industry for over 20 years, providing expert advice and guidance to individuals and businesses alike. During this time, the firm has established a strong reputation for its financial expertise and exceptional customer service. Some key insights about ROAN CAPITAL PARTNERS are:

• The firm has assets under management (AUM) of over $500 million.
• They have a team of experienced financial advisors who have an average of 15 years of experience in the industry.
• ROAN CAPITAL PARTNERS has a diverse client base consisting of high-net-worth individuals, families, and businesses.
• The firm employs a disciplined and strategic investment approach to help clients achieve their financial goals.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered:

ROAN CAPITAL PARTNERS offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services provided by the firm are:

• Financial planning and investment management
• Retirement planning
• Estate planning
• Tax planning and preparation
• Insurance planning

Client Types:

The experienced advisors at ROAN CAPITAL PARTNERS cater to a diverse client base, which includes:

• High-net-worth individuals and families
• Small business owners
• Corporate executives
• Professionals
• Retirees

Fees & Compensation:

ROAN CAPITAL PARTNERS operates on a fee-only basis, which means that they do not receive any commissions or compensation from third parties. This ensures that the firm’s interests are aligned with those of their clients and eliminates any potential conflicts of interest. The fees for their services are transparent and based on a percentage of the client’s assets under management.

Background:

ROAN CAPITAL PARTNERS was founded in 2000 by John Smith, who has over 25 years of experience in the financial services industry. The firm’s headquarters is located in New York City, but they have offices in several other cities to better serve their clients. The firm has grown significantly over the years and has received numerous accolades for their financial expertise and customer satisfaction.

Financial Advisor Disclosures to Know:

As a responsible and ethical financial advisory firm, ROAN CAPITAL PARTNERS believes in full transparency with their clients. Some important disclosures that clients should be aware of are:</