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How does the advisor help clients – Key Takeaways:
ROGUE ADVISORS, LLC is a financial firm dedicated to providing expert guidance and services to their clients. They work with individuals and businesses to help them achieve their financial goals and secure their financial future. With a team of experienced professionals and a wide range of services, ROGUE ADVISORS, LLC is well-equipped to assist clients with all their financial needs.
Facts and Insights
Founded in 2005, ROGUE ADVISORS, LLC has been providing top-notch financial services to individuals and businesses for over 15 years. With a focus on personalized, client-centric solutions, they have built a strong reputation in the financial industry. In addition, their team of advisors has a combined experience of over 50 years, making them a reliable and trusted source for financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $450 | 8 |
| 2018 | $400 | 6 |
Financial Services Offered
ROGUE ADVISORS, LLC prides itself on being a full-service financial firm. They offer a wide range of services to cater to the diverse needs of their clients. Some of the key services they provide include investment management, retirement planning, risk management, tax planning, and estate planning. Their team of advisors works closely with each client to create a customized financial plan that fits their unique needs and helps them reach their financial goals.
Client Types
ROGUE ADVISORS, LLC caters to a diverse range of clients. They work with high net worth individuals, small businesses, and large corporations. Their flexible and client-centric approach allows them to adapt to each client’s financial situation and provide tailored solutions that meet their specific needs.
Fees & Compensation
Being a fee-only advisor, ROGUE ADVISORS, LLC does not earn commissions from financial products or services. They are completely transparent about their fees and do not have any hidden costs. They charge a percentage of assets under management as their fee, which ensures that their interests are aligned with their clients’ financial success.
Background
ROGUE ADVISORS, LLC was founded by a team of seasoned financial professionals with extensive knowledge and experience in the industry. They are committed to helping their clients grow and protect their wealth through expert financial advice and guidance. Their team stays updated with the latest market trends and regulations to provide their clients with the best possible solutions.
Financial Advisor Disclosures to Know
As per industry regulations, ROGUE ADVISORS, LLC has a fiduciary duty to act in the best interests of their clients. They have a commitment to transparency and provide clients with all necessary disclosures about their services, fees, and potential conflicts of interest. To learn more about these disclosures, clients can refer to the firm’s Form ADV, which is publicly available.