How does the advisor help clients – Key Takeaways:
ROBERTSON ADVISORY, INC. provides a wide range of financial services to help clients reach their financial goals. They have a team of experienced financial advisors who specialize in different areas, allowing them to provide clients with comprehensive and tailored financial advice. Some key takeaways of the advisor’s services are:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Facts and Insights
Here are some interesting facts and insights about ROBERTSON ADVISORY, INC.:
- Founded in 1995 by John Robertson, a highly experienced and knowledgeable financial advisor.
- Currently has over 50 advisors with diverse backgrounds and specialties.
- Over the past 25 years, the advisor has helped thousands of individuals, families, and businesses achieve their financial goals.
- The advisor has managed over $2 billion in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $2 billion | Over 50 | 25 years |
Financial Services Offered
ROBERTSON ADVISORY, INC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered by the advisor include:
- Retirement planning and investment management
- Wealth management
- Insurance planning
- Tax planning
- Estate planning
- College planning
- Business succession planning
- Employee benefits planning
Client Types
The advisor serves a variety of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
- Non-profit organizations
- Corporate executives
Fees & Compensation
ROBERTSON ADVISORY, INC. follows a fee-based compensation model, which means the advisor charges a percentage of the client’s assets under management as their fee. This model ensures that the advisor’s interests are aligned with the client’s, and the advisor only earns more if the client’s assets grow. The exact fee percentage varies depending on the services provided and the amount of assets being managed. The advisor also offers fee-only services for certain financial planning services, where they charge a one-time or hourly fee.
Background
Founder John Robertson has over 30 years of experience in the financial industry and is a Certified Financial Planner (CFP). He has assembled a team of highly qualified and experienced advisors with diverse backgrounds, ensuring that clients can receive holistic and well-rounded financial advice. The advisor’s primary goal is to build long-term relationships with their clients and help them achieve financial success.
Financial Advisor Disclosures to Know
It’s always important to understand the potential risks when working with a financial advisor. Some disclosures to know about ROBERTSON ADVISORY, INC. are:
- The advisor has had no disciplinary actions taken against them by any regulatory body.
- The advisor has no reported legal or criminal issues.
- The advisor has no reported bankruptcy filings.