How does the advisor help clients – Key Takeaways:
ROGUE, a financial advisory firm, provides a range of services to help clients achieve their financial goals. By leveraging their expertise and experience, ROGUE helps clients navigate the complex world of finance and make informed decisions for their financial future.
Some key takeaways of how ROGUE helps clients are:
- Creating personalized financial plans to meet the unique needs of each client
- Offering a diverse range of financial services, including investment management, retirement planning, and estate planning
- Using advanced technology and analytics to provide comprehensive financial analysis and recommendations
- Constantly monitoring and adapting to changes in the market to ensure clients’ portfolios remain well-positioned for success
Facts and Insights
ROGUE has been in the financial services industry for over 20 years, providing expert guidance and support to individuals and businesses. In that time, they have amassed a wealth of insights and expertise that they use to benefit their clients.
Some facts and insights about ROGUE include:
- Over $5 billion in assets under management
- A team of over 100 experienced and knowledgeable advisors
- Specializing in managing high-net-worth and ultra-high-net-worth clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 20+ years |
Financial Services Offered
ROGUE offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services they offer include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Wealth management
Client Types
ROGUE works with a diverse range of clients, including individuals, families, and businesses. They specialize in working with high-net-worth and ultra-high-net-worth clients, but also offer services to clients at all wealth levels.
Fees & Compensation
ROGUE is a fee-only advisor, meaning they do not earn commissions for recommending specific investments or products. They are transparent about their fees and only charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and they are always working in their best financial interest.
Background
ROGUE was founded over 20 years ago by a team of experienced financial advisors who saw a need for personalized, independent financial advice. Their goal was to provide clients with unbiased recommendations and strategies to help them achieve their financial goals. Today, their team of over 100 advisors continues to work towards this objective, leveraging their expertise and experience to help clients make smart financial decisions.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any potential conflicts of interest. Some important disclosures to know about ROGUE include:
- They are a fee-only advisor, meaning they do not earn commissions for recommending specific investments or products
- All of their advisors are registered with the Securities and Exchange Commission (SEC) or state securities regulators
- They have a clean record with no regulatory actions or disciplinary history