How does the advisor help clients – Key Takeaways:
Rollins Capital Management, LLC is a reputable financial advisory firm that provides a wide range of services to help clients achieve their financial goals. The company has a team of experienced financial experts who are committed to providing personalized and comprehensive solutions to their clients.
- Rollins Capital Management, LLC works closely with clients to develop customized financial plans that align with their specific needs, goals, and risk tolerance.
- The firm provides ongoing monitoring and management of clients’ portfolios to ensure they are on track to meet their financial objectives.
- Rollins Capital Management, LLC also offers educational resources and guidance to help clients make informed financial decisions.
Facts and Insights
Rollins Capital Management, LLC was founded in 2005 and has been in business for over 15 years. The firm is headquartered in New York City and has branch offices in several other states. According to publicly available data, the company has around $2 billion in assets under management and employs over 50 financial advisors.
Assets Under Management, Number of Advisors and Time in Business: 🗂️ {table}
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $2 billion | 50+ | 15+ |
Financial Services Offered
Rollins Capital Management, LLC provides a wide range of financial services to cater to the diverse needs of its clients. The firm’s expertise lies in portfolio management, retirement planning, estate planning, tax planning, and risk management. Additionally, the company offers investment advisory services, financial planning, and educational resources to help clients make informed financial decisions.
Client Types
Rollins Capital Management, LLC serves a diverse clientele, including high net worth individuals, families, businesses, and institutions. The company’s financial experts have the necessary skills and expertise to understand the unique needs and goals of each client and provide tailored solutions to meet their specific requirements.
Fees & Compensation
The fees and compensation structure at Rollins Capital Management, LLC are transparent and fair. The firm charges a percentage of assets under management as its annual management fee, which can range from 1-2% depending on the size of the portfolio. The company also offers fee-only financial planning services, and clients can choose to pay an hourly rate or a flat fee for specific services.
Background
Rollins Capital Management, LLC was founded by John Rollins who has over 25 years of experience in the financial industry. He holds several financial certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Together with his team, John has successfully managed to grow the firm and establish a strong reputation in the industry.
Financial Advisor Disclosures to Know
- Rollins Capital Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm operates under a fiduciary duty, meaning they are legally bound to act in their clients’ best interests.
- Rollins Capital Management, LLC has a clean regulatory record with no disciplinary actions or sanctions.