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How does the advisor help clients – Key Takeaways:
Roosevelt Management Company LLC provides financial management services for clients, helping them to reach their financial goals and make sound investment decisions. The company offers a range of financial services and works with a variety of clients, including individuals, families, and businesses. With a team of expert advisors and a solid track record in the industry, Roosevelt Management Company LLC is a trusted resource for financial guidance and planning.
Facts and Insights
Founded in 1984, Roosevelt Management Company LLC has over 35 years of experience in the financial industry. The company is headquartered in New York with offices in California and Texas, serving clients across the country. Throughout their years in business, the company has built a reputation for providing reliable and personalized financial management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 25 | Over 35 years |
Financial Services Offered
Roosevelt Management Company LLC offers a wide range of financial services to meet their clients’ diverse needs. These include investment management, retirement planning, estate planning, and tax planning. The company also offers specialized services such as education planning, charitable giving, and risk management. Each service is tailored to the specific needs and goals of the client, ensuring personalized and effective financial planning.
Client Types
The team at Roosevelt Management Company LLC works with a variety of clients, including individuals, families, and businesses. They also specialize in working with high-net-worth individuals and institutions. By taking a holistic and comprehensive approach to financial planning, the company is able to cater to the unique needs of each client and help them make the most of their assets.
Fees & Compensation
Roosevelt Management Company LLC operates on a fee-only basis, meaning they do not receive commissions or compensation from third parties. Instead, they charge their clients a percentage of the assets under management. This aligns the company’s interests with that of their clients, ensuring that they are working towards the same goal of growing and preserving their wealth.
Background
The team at Roosevelt Management Company LLC is composed of experienced and knowledgeable financial advisors who are dedicated to helping their clients achieve financial success. Each advisor brings a unique set of skills and expertise to the table, allowing the company to provide a well-rounded and comprehensive approach to financial planning. With a commitment to transparency and a strong focus on client relationships, Roosevelt Management Company LLC has built a reputation as a dependable and trusted financial advisor.
Financial Advisor Disclosures to Know
As a registered investment advisor, Roosevelt Management Company LLC is required to disclose any potential conflicts of interest or legal issues. This information can be found on the company’s Form ADV, which is available upon request. The company also prides itself on maintaining open and honest communication with their clients, ensuring that all parties are on the same page and working towards the same financial goals.