..
How does the advisor help clients – Key Takeaways:
ROCKSIDE INVESTMENTS LLC is a trusted financial advisor that provides expert financial guidance to clients looking to build and maintain their wealth. The firm works with a diverse range of individuals, families, and businesses, helping them to achieve their financial goals and secure their financial future.
Facts and Insights
ROCKSIDE INVESTMENTS LLC was founded in 2005 and has since grown to become a leading financial advisory firm in the industry. The firm is headquartered in New York City and has a team of experienced financial experts who provide personalized and quality services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 16 years |
Financial Services Offered
ROCKSIDE INVESTMENTS LLC offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance services. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial life are taken into consideration.
Client Types
ROCKSIDE INVESTMENTS LLC works with a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm also provides services to institutional clients, such as pension funds and endowments.
Fees & Compensation
The fees and compensation for ROCKSIDE INVESTMENTS LLC are based on a percentage of the assets under management. This fee structure aligns the firm’s interests with the clients’ interests, as the firm’s compensation is directly tied to the performance of the client’s investments.
Background
The team at ROCKSIDE INVESTMENTS LLC has a wealth of experience and expertise in the financial industry. The firm’s advisors hold various professional certifications and have extensive knowledge in investment management, financial planning, and wealth management.
Financial Advisor Disclosures to Know
ROCKSIDE INVESTMENTS LLC takes a transparent approach to their business and provides clients with all the necessary disclosures, including any potential conflicts of interest and past disciplinary actions. The firm remains committed to upholding the highest ethical standards and always acting in the best interests of their clients.