How does the advisor help clients – Key Takeaways:
Since its establishment in 2005, ROSASHARN INVESTMENT MANAGEMENT, LLC has been providing top-quality financial management services to its clients. The firm is a renowned expert in the field of investment management, offering sound advice and personalized solutions to help clients achieve their financial goals.
Facts and Insights
ROSASHARN INVESTMENT MANAGEMENT, LLC takes a holistic approach to financial management, considering all aspects of clients’ financial situations to develop the most effective strategies. The firm prides itself on its transparency and high ethical standards, ensuring that clients’ best interests are always a top priority.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 16 years |
Financial Services Offered
ROSASHARN INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to cater to the unique needs of their clients. These include investment management, financial planning, retirement planning, tax planning, and estate planning. Each service is tailored to fit the specific goals and risk tolerance of the client.
Client Types
The firm serves a diverse range of clients, including high net worth individuals, families, and small business owners. ROSASHARN INVESTMENT MANAGEMENT, LLC understands that each client has distinct financial needs and goals, and thus, provides personalized solutions to address them.
Fees & Compensation
ROSASHARN INVESTMENT MANAGEMENT, LLC follows a fee-only structure, ensuring that there are no conflicts of interest when providing financial advice. Clients pay a percentage of their assets under management, incentivizing the firm to perform well and grow their clients’ portfolios.
Background
ROSASHARN INVESTMENT MANAGEMENT, LLC was founded by a team of experienced financial professionals with a passion for helping individuals and families achieve financial freedom. The team has a wealth of knowledge and expertise in various areas of finance, making them well-equipped to guide clients towards their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROSASHARN INVESTMENT MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record, with no disclosures on file, giving clients peace of mind when entrusting them with their financial management.