ROBERTS, GLORE & CO.
Facts and Insights
ROBERTS, GLORE & CO. is a well-respected financial services firm that has been in business for over 20 years. With a team of highly experienced advisors, the firm has built a reputation for providing top-notch financial advice and guidance to its clients. The firm’s commitment to excellence and client satisfaction has helped it establish a strong presence in the industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to individual client needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, estate planning, and more.
- Utilizes a holistic approach to financial planning, considering all aspects of a client’s financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Wealth preservation
- And more
Client Types:
- Individuals
- High-net-worth families
- Business owners
- Retirees
- And more
Fees & Compensation:
ROBERTS, GLORE & CO. charges clients based on a fee-only structure, meaning they do not earn commissions on the financial products they recommend. This ensures that their advice is unbiased and in the best interest of the client. Fees are solely based on the level of assets under management, giving clients the confidence that their advisor’s success is aligned with their own.
Background:
The advisors at ROBERTS, GLORE & CO. have a wealth of experience and education in the financial industry. They hold various certifications and qualifications, including Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), demonstrating their dedication to continuing education and providing the best possible service to their clients.
Financial Advisor Disclosures to Know:
ROBERTS, GLORE & CO. is a registered investment advisor, meaning they have a fiduciary duty to act in the best interest of their clients. This provides an added layer of protection for clients and ensures that the advisors at the firm prioritize client needs above their own.
In addition, the firm has a clean record with no disclosures or regulatory actions. This further reflects their commitment to professionalism and ethical business practices.