How Does Roosevelt Advisors LLC Help Clients – Key Takeaways:
Roosevelt Advisors LLC is a highly trusted financial firm that provides expert guidance to its clients. As a financial expert, the firm assists its clients in making well-informed decisions and achieving their financial goals. The following are the key takeaways of how Roosevelt Advisors LLC helps its clients:
- Offers a wide range of financial services to cater to the unique needs and goals of each client.
- Specializes in creating personalized and comprehensive financial plans.
- Makes use of the latest technology and resources to provide top-notch services to clients.
- Committed to maintaining the highest level of professionalism, ethics, and transparency in all its dealings.
- Offers ongoing support and guidance to help clients stay on track towards their financial goals.
Facts and Insights:
Roosevelt Advisors LLC is a reputable financial firm that has been in business for over a decade. During this time, the firm has garnered a wealth of knowledge, experience, and insights about the financial industry. Some facts and insights about the firm are:
- Founded in 2008 by John Roosevelt, a highly experienced and knowledgeable financial advisor.
- Based in New York City, serving clients nationwide.
- Prides itself on its team of expert advisors who have diverse backgrounds and expertise in various areas of finance.
- Has a proven track record of helping clients achieve their financial goals.
- Constantly adapts to changes in the market and keeps up with the latest trends and strategies to ensure the best outcomes for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 12 years |
As of December 2020
Financial Services Offered:
Roosevelt Advisors LLC offers a comprehensive range of financial services to its clients. Some of the services provided by the firm include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Corporate financial planning
- And more
Client Types:
Roosevelt Advisors LLC caters to a diverse range of clients, including:
- Individuals
- High net worth individuals
- Families
- Small business owners
- Corporations
- And more
Fees & Compensation:
The fees and compensation structure at Roosevelt Advisors LLC is transparent and customizable, depending on the individual needs and goals of each client. Some available fee structures include:
- Fee-only
- Asset-based fees
- Hourly fees
- And more
The firm is committed to making sure its clients understand all costs and fees associated with its services.
Background:
Roosevelt Advisors LLC was founded by John Roosevelt, a financial expert with over 20 years of experience in the industry. John is a Certified Financial Planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA). He has assembled a team of highly qualified and experienced financial advisors to provide top-notch services to clients.
Financial Advisor Disclosures to Know:
As with any financial services firm, Roosevelt Advisors LLC has several important disclosures that clients should be aware of:
- The firm can receive compensation from third parties for recommending certain financial products.
- Roosevelt Advisors LLC may have conflicts of interest with certain financial