How does the advisor help clients – Key Takeaways:
In their dedication to providing top-notch financial services, ROCKSTREET PARTNERS LLC strives to offer expert guidance and support to their clients in all aspects of their financial journey. From managing assets to providing insights and advice, this financial firm has proven to be a reliable and trustworthy advisor for individuals and businesses alike.
Facts and Insights
Founded in 2005, ROCKSTREET PARTNERS LLC has over 15 years of experience in the financial industry. With a team of skilled and knowledgeable advisors, they have been able to assist clients in achieving their financial goals and securing their financial future. The firm is committed to staying up-to-date with the latest market trends and financial strategies to provide the best advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 7 | 15 years |
Financial Services Offered
ROCKSTREET PARTNERS LLC offers a range of financial services to clients, including investment management, retirement planning, risk management, and tax planning. These services are tailored to meet the unique needs and goals of each individual client, providing a personalized and comprehensive approach to financial planning.
Client Types
The firm caters to a diverse client base, including high net worth individuals, business owners, and corporations. Their experienced advisors have the skills and expertise to understand the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
ROCKSTREET PARTNERS LLC operates on a fee-based compensation structure, meaning they are compensated based on a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as they only earn more when their clients’ assets grow.
Background
ROCKSTREET PARTNERS LLC was founded by a team of financial experts with a combined experience of over 50 years in the industry. Their commitment to providing top-tier financial services has earned them a strong reputation among their clients and peers.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROCKSTREET PARTNERS LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They also have a clean record with no disclosures in their regulatory filings, demonstrating their commitment to transparency and ethical practices.