About ROCKBRIDGE CAPITAL, LLC
ROCKBRIDGE CAPITAL, LLC is a financial advisory firm that provides expert financial services to individuals and businesses. The company offers personalized and comprehensive financial planning strategies to help clients achieve their goals and secure their financial future. This professional team does not just focus on numbers, but also on building lasting relationships with their clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning strategies
- Offers comprehensive financial services
- Builds lasting relationships with clients
Facts and Insights
As of 2020, ROCKBRIDGE CAPITAL, LLC has $500 million in assets under management and has been in business for over 10 years. They have a team of 5 experienced and knowledgeable advisors who are dedicated to helping their clients achieve financial success. Their approach to financial planning is based on research and expertise, ensuring that their clients receive the best advice to reach their financial goals.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10+ years |
Financial Services Offered
ROCKBRIDGE CAPITAL, LLC offers a wide range of financial services to meet their clients’ needs. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
ROCKBRIDGE CAPITAL, LLC works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and tailor their services accordingly. Whether someone is just starting to invest or is looking to grow their wealth, their team of advisors can provide appropriate strategies and advice to help achieve their financial goals.
Fees & Compensation
ROCKBRIDGE CAPITAL, LLC charges a percentage of assets under management for their financial services. The exact fee structure will depend on the client’s specific needs and portfolio. They believe in transparent and fair compensation and will always discuss fees with clients before moving forward with any services.
Background
The founding team at ROCKBRIDGE CAPITAL, LLC has a combined experience of over 50 years in the financial industry. They have a deep understanding of the market, financial strategies, and economic trends, which enables them to provide sound advice to their clients. This team also continuously keeps up with industry developments to ensure they provide the latest and most effective financial solutions.
Financial Advisor Disclosures to Know
ROCKBRIDGE CAPITAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they are held to high fiduciary standards and are legally required to always act in the best interests of their clients. As such, clients can trust that they are receiving unbiased and expert advice from their team of advisors.