How does the advisor help clients – Key Takeaways:
ROBINSON CAPITAL GROUP is a trusted financial firm that has been providing expert financial advice to clients for over 20 years. With a team of experienced advisors and a wide range of services, they strive to help clients achieve their financial goals and secure their financial future.
Facts and Insights
As of January 2021, ROBINSON CAPITAL GROUP manages over $1 billion in assets and has a team of 50 advisors. With years of experience in the industry, they have the knowledge and expertise to guide their clients towards financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 20 years |
Financial Services Offered
ROBINSON CAPITAL GROUP offers a wide range of financial services to help clients achieve their specific financial goals. Their services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
ROBINSON CAPITAL GROUP caters to a diverse range of clients, including high net worth individuals, families, and small businesses. They understand that each client has unique financial needs and they tailor their services to meet those needs.
Fees & Compensation
ROBINSON CAPITAL GROUP believes in transparent and fair compensation for their services. They offer fee-only services, meaning their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and they are always working in their clients’ best interests.
Background
ROBINSON CAPITAL GROUP was founded in 2000 by John Robinson, a highly experienced financial advisor with a passion for helping individuals and families achieve financial security. He built the firm on the principles of trust, integrity, and personalized service, which are still at the core of their business today.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROBINSON CAPITAL GROUP adheres to the strict fiduciary standard, meaning they are legally required to act in their clients’ best interests at all times. They do not have any disclosures or disciplinary action on their record, ensuring that clients can trust their advice and recommendations.