How does the advisor help clients – Key Takeaways:
ROGAN & ASSOCIATES is a financial consulting firm that provides expert guidance to clients in managing their finances. Their team of experienced advisors help clients make smart financial decisions and achieve their financial goals.
The firm offers a wide range of financial services and caters to a diverse client base. They have a transparent fee and compensation structure and have a clean record of disclosures. With years of experience in the industry and a proven track record, ROGAN & ASSOCIATES is a reliable choice for individuals and businesses seeking financial advice.
Facts and Insights
ROGAN & ASSOCIATES has been in business for over 20 years, providing expert financial advice to clients. With a team of highly qualified advisors, they have managed over $500 million in assets for their clients.
The firm follows a client-centric approach and puts their clients’ needs first. They work closely with each client to understand their financial goals and develop a customized plan to help them achieve those goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
ROGAN & ASSOCIATES offers a comprehensive range of financial services to cater to different needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- College planning
Client Types
The firm works with a diverse range of clients, including individuals, families, and businesses. They have the expertise to cater to the unique financial needs and goals of each client and provide personalized solutions.
Fees & Compensation
ROGAN & ASSOCIATES follows a transparent fee and compensation structure and believes in being completely upfront with their clients. The fees for their services may vary depending on the level of service and complexity of the client’s financial situation. The firm primarily charges a percentage of the assets under management as their fee.
Background
Founded in 1999, ROGAN & ASSOCIATES has a rich history of providing top-notch financial advice to clients. The firm is headquartered in New York and has a strong presence in the financial industry. Their team of advisors is highly experienced and knowledgeable, with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know
ROGAN & ASSOCIATES has a clean record of disclosures and is committed to transparency and integrity in their operations. They have no regulatory actions or disciplinary sanctions on their record and have a clean history of practicing with good conduct and compliance with industry regulations.