About ROGER BUDD INVESTMENT MANAGEMENT, LLC
ROGER BUDD INVESTMENT MANAGEMENT, LLC provides expert financial guidance and management to clients seeking to achieve their financial goals. With their extensive knowledge and experience in the industry, the advisors at ROGER BUDD INVESTMENT MANAGEMENT, LLC are dedicated to helping clients make informed and strategic decisions when it comes to their investments. They strive to build long-term relationships with their clients based on trust, integrity, and a commitment to delivering exceptional service.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance and management
- Assists clients in making informed and strategic decisions
- Builds long-term relationships with clients based on trust and integrity
- Delivers exceptional service
Facts and Insights
ROGER BUDD INVESTMENT MANAGEMENT, LLC has been in the financial services industry for over 10 years, providing their clients with exceptional guidance and management. Their team of advisors has a combined experience of over 50 years in the industry, making them experts in their field. Through their extensive knowledge and experience, they are able to provide their clients with valuable insights and strategies to help them reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
ROGER BUDD INVESTMENT MANAGEMENT, LLC offers a range of financial services to help their clients achieve their financial goals. Some of the services they provide include portfolio management, retirement planning, estate planning, tax planning, and risk management. Their team of advisors is highly skilled and knowledgeable in these areas, providing clients with tailored and comprehensive financial solutions.
Client Types
ROGER BUDD INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients, including high net-worth individuals, families, and institutions. They understand that each client has unique financial goals and needs, and they tailor their services accordingly. They are committed to providing all their clients with the same level of expert guidance and service, regardless of their net worth or financial status.
Fees & Compensation
ROGER BUDD INVESTMENT MANAGEMENT, LLC is a fee-only advisor, meaning they do not earn any commissions from the sale of financial products. They are completely transparent with their fee structure, and their fees are based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ and that they are solely focused on helping their clients grow and protect their wealth.
Background
ROGER BUDD INVESTMENT MANAGEMENT, LLC was founded by Roger Budd, a highly experienced and knowledgeable financial advisor. With over 25 years of experience in the industry, Roger is dedicated to providing his clients with expert guidance and management. He holds various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), further demonstrating his expertise in the field.
Financial Advisor Disclosures to Know
ROGER BUDD INVESTMENT MANAGEMENT, LLC is committed to maintaining transparency and ensuring their clients are fully informed. They have no disclosures or legal actions on their record, demonstrating their commitment to operating with the highest level of integrity and ethics. They prioritize their clients’ best interests and adhere to all regulations and laws governing the financial services industry.