ROBERTSON INVESTMENT ADVISORY, LLC

How does the advisor help clients – Key Takeaways:

Robertson Investment Advisory, LLC prides itself on providing expert financial guidance to its clients. The team of advisors at Robertson Investment Advisory, LLC are highly knowledgeable and experienced in the financial industry, and are dedicated to helping clients achieve their financial goals. Their approach is tailored to each individual, and they strive to provide personalized solutions to meet the unique needs of every client. Here are some key takeaways on how the advisor helps its clients:

• Creates personalized financial plans to help clients meet their financial goals and objectives
• Utilizes a multi-faceted approach, taking into account investments, taxes, insurance, and estate planning
• Regularly reviews and monitors client portfolios to ensure they align with their financial goals and risk tolerance
• Provides ongoing support and education, keeping clients informed and empowered to make confident financial decisions

Facts and Insights

Robertson Investment Advisory, LLC was founded in 2005 and is headquartered in New York City. With over 15 years of experience in the industry, the team at Robertson Investment Advisory, LLC has a deep understanding of the financial market and trends. Here are some facts and insights about the advisor:

• Founded in 2005
• Headquartered in New York City
• Over 15 years of experience in the financial industry
• A team of highly knowledgeable and experienced advisors
• Committed to providing personalized financial solutions to clients

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

Robertson Investment Advisory, LLC offers a wide range of financial services to help clients achieve their financial goals. Their services include:

• Investment management
• Tax planning and preparation
• Insurance planning
• Estate planning
• Retirement planning
• Education planning

Client Types

Robertson Investment Advisory, LLC works with a diverse group of clients, including individuals, families, small business owners, and institutions. The advisor understands that each client has unique financial needs and goals, and tailors their approach accordingly. They also have experience working with clients at different life stages, from young professionals just starting out to retirees planning for their legacy.

Fees & Compensation

At Robertson Investment Advisory, LLC, transparency is key. The advisor believes in building long-term relationships with clients and therefore offers fee-only services. This means that they do not receive commissions from product sales, eliminating any potential conflicts of interest. The fees charged by the advisor are based on a percentage of assets under management, and are discussed and agreed upon with the client before any services are provided.

Background

Robertson Investment Advisory, LLC was founded by John Robertson, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. With over 25 years of experience in the industry, John has built a team of advisors who share his dedication to providing personalized financial solutions to clients. The advisors at Robertson Investment Advisory, LLC are highly educated and hold various certifications and designations in the financial field.

Financial Advisor Disclosures to Know

As a registered investment advisor, Robertson Investment Advisory, LLC is regulated by the Securities and Exchange Commission (SEC). They are required to disclose any potential conflicts of interest and any disciplinary actions taken against them. The advisor has a clean record with no disciplinary actions or incidents to report. For more information, clients can access the advisor’s Form ADV on the SEC website or by requesting a copy directly from the advisor.