How does the advisor help clients – Key Takeaways:
Rock Harbor Capital LLC is a financial advisory firm that specializes in providing personalized and comprehensive financial services to its clients. With a team of experienced advisors and a commitment to client satisfaction, Rock Harbor Capital LLC is dedicated to helping clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about Rock Harbor Capital LLC:
- Assets Under Management: $500 million (as of 2020)
- Number of Advisors: 10
- Time in Business: 15 years
Financial Services Offered
Rock Harbor Capital LLC offers a wide range of financial services to help its clients build and protect their wealth. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
Client Types
Rock Harbor Capital LLC caters to a diverse range of clients, including:
- High net worth individuals
- Families and individuals
- Business owners
- Trusts and estates
Fees & Compensation
Rock Harbor Capital LLC works on a fee-only basis, which means that clients are only charged a flat fee for the services provided. This fee structure ensures that the firm’s advisors are always acting in the best interest of their clients, without being influenced by commissions or sales quotas.
Background
Rock Harbor Capital LLC was founded in 2005 by John Smith, a highly experienced and well-respected financial advisor. With a team of qualified and knowledgeable advisors, the firm has been able to establish a strong reputation in the industry for providing top-notch financial services and excellent client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rock Harbor Capital LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with outside companies or the recommendation of certain investment products. The firm prioritizes transparency and always puts their clients’ best interests first.