How does the advisor help clients – Key Takeaways:
ROBERTSON OPPORTUNITY CAPITAL, LLC is a financial advisory firm that aims to provide expert financial guidance to its clients. The firm focuses on helping individuals and businesses achieve their financial goals through personalized strategies and investment solutions. With a strong team of experienced advisors, ROBERTSON OPPORTUNITY CAPITAL, LLC strives to create long-term relationships with its clients and provide them with the tools and resources they need to navigate the complex world of finance.
Facts and Insights
As of 2021, ROBERTSON OPPORTUNITY CAPITAL, LLC has assets under management (AUM) of $500 million and is made up of a team of 10 experienced advisors. The firm has been in business for over 15 years, with a strong track record of success in helping clients achieve their financial goals.
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
ROBERTSON OPPORTUNITY CAPITAL, LLC offers a comprehensive range of financial services to its clients. These include investment management, retirement planning, estate planning, tax planning, risk management, and business planning. The firm also offers specialized services for high-net-worth individuals and businesses, including wealth management and family office services.
Client Types
The diverse client base of ROBERTSON OPPORTUNITY CAPITAL, LLC includes individuals, families, small businesses, and corporations. The firm is equipped to handle the unique financial needs and goals of each client and provides tailored solutions to help them achieve their desired outcomes.
Fees & Compensation
ROBERTSON OPPORTUNITY CAPITAL, LLC charges a fee based on a percentage of assets under management for its investment management services. The firm’s advisors may also earn commissions for recommending certain investment products. However, the firm follows a fiduciary standard, which means that advisors are obligated to act in the best interest of their clients.
Background
Founded in 2006, ROBERTSON OPPORTUNITY CAPITAL, LLC is led by experienced financial advisor David Robertson. With a team of qualified advisors and a strong focus on building long-term relationships with clients, the firm has gained a reputation for expert financial guidance and personalized service.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROBERTSON OPPORTUNITY CAPITAL, LLC is required to follow certain regulations and disclose any potential conflicts of interest to its clients. The firm’s Form ADV, which is filed with the Securities and Exchange Commission, provides detailed information on its services, fees, and any disciplinary events that may have occurred in the past.