How does the advisor help clients – Key Takeaways:
As the founder and CEO of ROBBINS WEALTH MANAGEMENT, LLC, John Robbins has over 20 years of experience in the financial industry. He is a seasoned financial expert who advises clients on how to make smart investment decisions and plan for a secure financial future.
Facts and Insights:
ROBBINS WEALTH MANAGEMENT, LLC is a reputable financial advisory firm that has been in business for over 15 years. With assets under management of $500 million, the firm has a proven track record of helping clients grow and preserve their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
ROBBINS WEALTH MANAGEMENT, LLC offers a wide range of financial services tailored to meet the unique needs of each client. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
The firm serves a diverse range of clients, including high net worth individuals, families, business owners, and executives. They also work with institutions such as corporations, non-profits, and foundations.
Fees & Compensation:
ROBBINS WEALTH MANAGEMENT, LLC follows a fee-only compensation model, meaning they do not earn commissions or incentives for recommending specific financial products. Instead, they charge a percentage of the assets they manage for their clients, ensuring their interests are aligned.
Background:
John Robbins is a Certified Financial Planner (CFP) with a Bachelor’s degree in Finance and a master’s degree in Business Administration. He has also earned various industry accolades, including being named one of the “Top 100 Independent Wealth Advisors” by Forbes.
Financial Advisor Disclosures to Know:
ROBBINS WEALTH MANAGEMENT, LLC holds itself to the highest ethical standards and abides by all regulations set by the Securities and Exchange Commission (SEC). They have a clean record, with no disclosures, sanctions, or customer complaints on file.