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How does the advisor help clients – Key Takeaways:
ROBOTTI & COMPANY ADVISORS, LLC is a financial firm that provides expert financial advice to its clients. With a team of highly experienced advisors, they offer a wide range of financial services to help their clients achieve their financial goals. They focus on building long-term relationships with their clients and providing personalized solutions to meet their specific needs.
Facts and Insights
ROBOTTI & COMPANY ADVISORS, LLC was founded in 1983 and is headquartered in New York City. As of 2021, the firm manages over $1.1 billion in assets for its clients. With a team of 11 advisors, the firm has a client-to-advisor ratio of approximately 40:1, ensuring that each client receives personalized attention and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1983 | $1.1 billion | 11 |
Financial Services Offered
ROBOTTI & COMPANY ADVISORS, LLC offers a comprehensive range of financial services to its clients. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and risk management. Their team of advisors has a deep understanding of financial markets and uses a disciplined approach to help clients achieve their financial goals.
Client Types
ROBOTTI & COMPANY ADVISORS, LLC serves a diverse range of clients, including individuals, families, and institutions. Their services cater to clients with various financial needs, from managing personal wealth to providing investment advice for institutional clients.
Fees & Compensation
ROBOTTI & COMPANY ADVISORS, LLC follows a fee-only structure, where they charge a percentage of a client’s assets under management as a management fee. This ensures that their interests are aligned with their clients’ and that they are focused on helping them achieve their financial goals. The firm does not receive commissions or compensation from any other sources, ensuring transparency and objectivity in their advice.
Background
The firm’s founder, Robert Robotti, has over 40 years of experience in the financial industry. He is highly respected for his expertise in value investing and has been featured in several publications, including Barron’s and The Wall Street Journal. The firm’s other advisors also have extensive experience and knowledge in the financial sector, making them a top choice for clients seeking expert financial advice.
Financial Advisor Disclosures to Know
ROBOTTI & COMPANY ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest. The firm has a clean record with no legal or regulatory disclosures, affirming their commitment to ethical business practices.