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How does the advisor help clients – Key Takeaways:
ROBERT L. WEISMAN, LLC is a trusted and experienced financial advisor who helps clients achieve their financial goals through personalized and comprehensive strategies. With a strong focus on building long-lasting relationships and providing exceptional service, ROBERT L. WEISMAN, LLC is committed to helping clients secure a strong financial future.
Facts and Insights:
Founded in 2007, ROBERT L. WEISMAN, LLC has been in the business of providing financial guidance and advice to clients for over 13 years. Currently, the firm has a total of 10 advisors managing assets under management (AUM) of $200 million. With an average account size of $1.25 million, ROBERT L. WEISMAN, LLC caters to a diverse range of clients, including individuals, high-net-worth individuals, and small businesses.
ROBERT L. WEISMAN, LLC focuses on providing a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance solutions. By analyzing each client’s unique financial situation, ROBERT L. WEISMAN, LLC creates tailored strategies that align with their goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM |
|---|---|---|
| 2007 | 10 | $200 million |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types:
ROBERT L. WEISMAN, LLC serves a diverse client base, including:
- Individuals
- High-net-worth individuals
- Small businesses
Fees & Compensation:
ROBERT L. WEISMAN, LLC charges clients based on a fee-only structure, meaning they do not earn commissions or brokerage fees on any products or services recommended to clients. Fees are based on a percentage of assets under management and are determined on a case-by-case basis depending on the complexity of the client’s financial situation. ROBERT L. WEISMAN, LLC believes this fee structure aligns their interests with those of their clients, promoting transparency and objectivity in their recommendations.
Background:
ROBERT L. WEISMAN, LLC is led by Robert L. Weisman, a highly experienced financial advisor with over 25 years of experience in the industry. Robert L. Weisman has a strong educational background, holding a Bachelor’s degree in Finance and a Master’s degree in Economics. He also holds several certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations. With his extensive knowledge and expertise, Robert L. Weisman and his team have successfully guided numerous clients towards a secure financial future.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ROBERT L. WEISMAN, LLC adheres to strict ethical and professional standards, ensuring transparency and integrity in all their recommendations and actions. They have no legal or regulatory disclosures to report, demonstrating their commitment to maintaining the highest standards of client care.