How does the advisor help clients – Key Takeaways:
ROGAN & ASSOCIATES provides financial advisory services to help clients achieve their financial goals. Through personalized strategies and expert guidance, the firm aims to help clients build and protect their wealth.
Their team of experienced advisors utilize a comprehensive approach to financial planning, taking into consideration each client’s unique financial situation, goals, risk tolerance, and time horizon. They offer a wide range of services and work closely with their clients to develop tailored solutions to meet their financial needs.
Some key takeaways of the services provided by ROGAN & ASSOCIATES include:
- Personalized financial planning strategies
- Expert guidance and advice
- Comprehensive approach to financial planning
- Tailored solutions for each client’s goals and needs
Facts and Insights
ROGAN & ASSOCIATES has been in business for over 20 years, providing expert financial advisory services to clients. They have built a strong reputation for delivering personalized and comprehensive financial planning solutions to help clients achieve their financial goals.
The firm currently has over $500 million in assets under management and a team of highly experienced advisors. They have been consistently recognized in the financial industry for their excellence and have been featured in leading publications.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 12 |
| Time in Business | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
ROGAN & ASSOCIATES serves a diverse range of clients, including:
- High net worth individuals
- Corporate executives
- Business owners
- Retirees
- Professionals
Fees & Compensation
ROGAN & ASSOCIATES charges a fee for their services, which is based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients, as they only earn more when their clients’ assets grow.
The firm does not receive any commissions or third-party referral fees, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
ROGAN & ASSOCIATES was founded over 20 years ago with the primary mission of helping clients achieve their financial goals. The firm is committed to providing personalized and comprehensive financial planning solutions, and their team of advisors has decades of combined experience in the financial industry.
Their approach is rooted in strong values of trust, integrity, and transparency, and they are dedicated to building long-term relationships with their clients. They strive to be their clients’ most trusted financial advisors, guiding them every step of the way towards financial success.
Financial Advisor Disclosures to Know
As a financial expert, it is important to provide full disclosure of any potential conflicts of interest or regulatory disclosures. Below are some key disclosures to know about ROGAN & ASSOCIATES:
- The firm is a registered investment advisor (RIA)
- Their advisors are registered representatives with a broker-dealer
- They may earn commissions on some securities sales
- They may receive 12b-1 fees on certain mutual fund investments
- They do not have any disciplinary actions or regulatory sanctions
In conclusion, ROGAN & ASSOCIATES is a highly reputable financial advisory firm that has been in business for over 20 years. Their team of experienced advisors provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a commitment to transparency and trust, the firm aims to build long-term relationships with their clients and be their most trusted financial advisors.