How does the advisor help clients – Key Takeaways:
ROO Capital Management I, LLC is a trusted and experienced financial management firm that specializes in providing tailored solutions for its clients. With a team of dedicated professionals and a vast array of services, the firm is able to effectively guide clients towards their financial goals.
Facts and Insights
ROO Capital Management I, LLC was founded in 2005 and is headquartered in New York City. The firm currently has $2 billion in assets under management and employs 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | Since 2005 |
Financial Services Offered
ROO Capital Management I, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include, but are not limited to, investment management, wealth planning, retirement planning, and tax planning.
Client Types
The firm serves a diverse client base, which includes high net worth individuals, families, and institutions. ROO Capital Management I, LLC is committed to providing personalized solutions to each and every client, regardless of their financial situation.
Fees & Compensation
ROO Capital Management I, LLC charges its clients based on a fee-only structure, meaning the firm does not earn commissions from any financial products or services. This ensures that the firm’s interests are aligned with those of its clients and avoids potential conflicts of interest.
Background
The team at ROO Capital Management I, LLC is composed of highly experienced and knowledgeable professionals who are dedicated to providing top-notch services to their clients. The firm’s investment approach is centered around sound research and strategic planning, with the goal of generating long-term returns while minimizing risk.
Financial Advisor Disclosures to Know
ROO Capital Management I, LLC has a clean regulatory record and has not faced any disciplinary actions from the Securities and Exchange Commission or any state regulatory agencies. The firm prides itself on its transparency and ethical business practices, ensuring that its clients can trust and rely on their financial advisor.