About ROANOKE ASSET MANAGEMENT CORP
ROANOKE ASSET MANAGEMENT CORP is a reputable financial advisory firm that specializes in providing personalized financial planning and investment management services to its clients. With years of experience in the financial industry, the firm has established itself as a trusted expert in the field and has a proven track record of delivering reliable and effective financial solutions to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Years of experience in the financial industry
- Trusted expert in the field
- Proven track record of delivering effective financial solutions
Facts and Insights
ROANOKE ASSET MANAGEMENT CORP is dedicated to helping its clients achieve their financial goals through tailored financial solutions and personalized service. The firm’s team of skilled advisors are knowledgeable and experienced in various aspects of finance, providing valuable insights and advice to their clients to help them make informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
ROANOKE ASSET MANAGEMENT CORP offers a wide range of financial services to meet the diverse needs of their clients. These services include but are not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and management
- Education planning
Client Types
The firm serves a diverse clientele, including high net worth individuals, families, and small business owners. Their clients come from various backgrounds and have different financial goals and needs. ROANOKE ASSET MANAGEMENT CORP understands that each client is unique and strives to provide customized solutions to meet their specific needs.
Fees & Compensation
ROANOKE ASSET MANAGEMENT CORP follows a fee-only compensation structure, meaning they do not receive commissions or compensation based on the sale of financial products. This approach ensures that the firm’s advisors act in the best interest of their clients, providing unbiased and objective advice.
Background
ROANOKE ASSET MANAGEMENT CORP was founded in 2005 by experienced financial professionals with a passion for helping others achieve their financial goals. The firm has since grown to become a recognized name in the industry, known for its personalized approach, expert advice, and exceptional service.
Financial Advisor Disclosures to Know
ROANOKE ASSET MANAGEMENT CORP believes in transparency and is committed to providing its clients with all the necessary information they need to make informed decisions about their finances. As such, the firm discloses all potential conflicts of interest and any disciplinary actions taken against its advisors.