rockhouse_capital From humble beginnings, ROCKHOUSE CAPITAL, LLC has established itself as a trusted financial advisor to clients seeking expert guidance. Founded in 2005, the firm has successfully navigated through the ever-changing financial landscape and emerged as a leader in the industry.
How does the advisor help clients – Key Takeaways:
ROCKHOUSE CAPITAL, LLC recognizes that every client’s financial situation is unique, and therefore, requires a personalized approach. The firm offers a comprehensive range of financial services and strives to improve the financial well-being of their clients. Some key takeaways from ROCKHOUSE CAPITAL, LLC’s approach include:
- Developing tailored financial plans for each client based on their individual needs and goals.
- Providing ongoing support and guidance to help clients make informed financial decisions.
- Offering a wide range of investment options to diversify and maximize clients’ portfolios.
- Ensuring transparency and honesty in all client interactions.
Facts and Insights
ROCKHOUSE CAPITAL, LLC has a strong track record of delivering results for their clients. Here are some facts and insights about the firm:
- As of December 2020, the firm manages over $500 million in assets.
- The team consists of 7 experienced financial advisors who hold various certifications and licenses.
- ROCKHOUSE CAPITAL, LLC has been in business for 15 years and has continuously adapted to the changing financial landscape.
- The firm has an impressive client retention rate of over 90%.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 7 |
| 2019 | $450 | 6 |
| 2018 | $400 | 5 |
| 2017 | $350 | 4 |
| 2016 | $300 | 3 |
Financial Services Offered
ROCKHOUSE CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Diversity is at the core of ROCKHOUSE CAPITAL, LLC’s client base. The firm works with individuals, families, and businesses to provide comprehensive financial planning and wealth management solutions. The firm also serves clients from various industries and backgrounds, ensuring a well-rounded and diverse portfolio for all clients.
Fees & Compensation
ROCKHOUSE CAPITAL, LLC believes in transparency and works with clients to establish a fee structure that is fair and aligns with their goals. The firm offers fee-based services, where clients pay a percentage of their assets under management. This structure enables the firm to prioritize the clients’ financial well-being and align their interests with those of their clients.
Background
ROCKHOUSE CAPITAL, LLC was founded in 2005 by a team of experienced financial advisors with a shared passion for helping clients achieve financial success. The firm is committed to staying at the forefront of the financial industry and continuously evolving to meet the changing needs of their clients. With a focus