How does the advisor help clients – Key Takeaways:
ROHA GROUP INC. is a leading financial advisory firm that specializes in providing expert financial advice to clients. With a team of experienced financial experts, they help clients make informed decisions about their finances, investments, and retirement planning.
Facts and Insights
ROHA GROUP INC. has been in business for over 10 years and has established a strong reputation in the financial industry. The firm has a diverse team of financial advisors who specialize in various areas such as wealth management, retirement planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 10+ years |
Financial Services Offered
ROHA GROUP INC. offers a wide range of financial services to meet the needs of their clients. These services include:
- Wealth Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Investment Management
- Insurance Planning
- Education Planning
Client Types
ROHA GROUP INC. serves a diverse group of clients, such as:
- High net worth individuals
- Small business owners
- Couples and families
- Pre-retirees and retirees
- Young professionals
Fees & Compensation
ROHA GROUP INC. follows a fee-only structure, which means they are compensated solely by their clients and do not receive any commissions for recommending specific products. This ensures that their advice is always in the best interest of their clients.
Background
The founding members of ROHA GROUP INC. have decades of experience in the financial industry and are highly qualified in their respective areas of expertise. They are committed to providing personalized and comprehensive financial solutions to help clients achieve their goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ROHA GROUP INC. is required to disclose any potential conflicts of interest to their clients. They are committed to transparency and have a strict code of ethics that all advisors must adhere to.