About Roosevelt Capital Management LLC
Roosevelt Capital Management LLC is a leading financial management firm that has been providing expert financial advice and services for over 20 years. Their team of experienced advisors has a deep understanding of the financial market and is dedicated to helping clients achieve their financial goals. They offer a wide range of services and cater to different types of clients, making them a versatile and reliable choice for anyone seeking financial guidance.
How the Advisor Helps Clients – Key Takeaways:
- Provides expert financial advice and services
- Has a team of experienced advisors
- Offers a wide range of services
- Caters to different types of clients
Facts and Insights
Roosevelt Capital Management LLC has been in business for over 20 years and currently manages over $500 million in assets. They have a team of 10 experienced advisors who have a combined industry experience of over 100 years. They have a proven track record of helping clients achieve their financial goals and their expertise in the financial market is highly respected.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Asset allocation
- Risk management
- College savings planning
- And more
Client Types
Roosevelt Capital Management LLC works with a wide range of clients including high-net-worth individuals, families, trusts, and small businesses. Their team of advisors has the expertise to meet the diverse needs of their clients and create customized financial plans tailored to their specific goals and objectives.
Fees & Compensation
Roosevelt Capital Management LLC charges a percentage of assets under management as their fee for investment management services. Other services, such as financial planning, may be offered for an additional fee. They believe in full transparency when it comes to fees and always strive to keep them competitive and in line with industry standards.
Background
Roosevelt Capital Management LLC was founded in 1998 by John Roosevelt and has since grown to become a top financial management firm with a strong reputation in the industry. Their commitment to providing personalized and comprehensive financial services has helped them build long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
As a highly reputable financial management firm, Roosevelt Capital Management LLC takes their fiduciary duty seriously. They always act in the best interests of their clients and have no potential conflicts of interest to disclose. They are also proud to have a clean regulatory record and are always committed to maintaining the highest ethical standards in their business practices.