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How does the advisor help clients – Key Takeaways:
Robert L. Bender, Inc. dba Robert Bender & Associates is a financial advisory firm that provides expert advice and guidance to its clients. With years of experience in the industry, the firm is committed to helping individuals and businesses achieve their financial goals and secure their financial future.
The following key takeaways illustrate how Robert Bender & Associates helps its clients:
- Provides personalized financial planning and investment management services tailored to each client’s unique needs and goals.
- Offers a wide range of financial services, including retirement planning, wealth management, tax planning, and insurance solutions.
- Brings a high level of expertise and industry knowledge to help clients make informed financial decisions.
- Strives to build long-term relationships with clients based on trust, transparency, and exceptional service.
Facts and Insights
In order to fully understand the capabilities of Robert Bender & Associates, it’s important to take a closer look at some of the firm’s facts and insights.
- Assets Under Management: As of December 2020, Robert Bender & Associates boasts over $100 million in assets under management.
- Number of Advisors: The firm has a team of 5 experienced financial advisors who are dedicated to providing personalized and high-quality service to clients.
- Time in Business: Robert L. Bender, Inc. dba Robert Bender & Associates has been in business for over 15 years, serving clients in the Greater Los Angeles area and beyond.
Financial Services Offered
Robert Bender & Associates offers a comprehensive range of financial services to meet the diverse needs of its clients.
- Retirement planning
- Wealth management
- Tax planning
- Insurance solutions
- Estate planning
- Education planning
- Business planning
Client Types
Robert Bender & Associates serves a wide range of clients, including individuals, families, business owners, and retirees. The firm’s expertise and personalized approach allows it to cater to the unique needs of each client.
Fees & Compensation
Robert Bender & Associates believes in transparency and has a client-centric fee structure. The firm charges a percentage of the assets under management as an annual fee, and also offers hourly rates for specific services.
Please note that fees may vary depending on the type and complexity of the services provided.
Background
Robert L. Bender, Inc. dba Robert Bender & Associates was founded by Robert L. Bender, a financial expert with over 20 years of experience in the industry. Throughout his career, Robert has built a reputation for providing exceptional financial advice and creating customized solutions for his clients.
Under Robert’s leadership, the firm has maintained a strong commitment to its clients, ensuring their financial well-being is always the top priority.
Financial Advisor Disclosures to Know
As a registered investment advisor, Robert L. Bender, Inc. dba Robert Bender & Associates is required to disclose any potential conflicts of interest or disciplinary actions to its clients. The firm updates its disclosure documents regularly to ensure transparency and compliance with regulations.