How does the advisor help clients – Key Takeaways:
Rose City Investment Consulting LLC offers expert financial guidance and solutions to its clients. Their team of experienced advisors pride themselves on providing personalized and strategic advice to help clients reach their financial goals and build a secure future.
Facts and Insights
Founded in 2005, Rose City Investment Consulting LLC has over 15 years of experience in the financial industry. In that time, they have built a reputation for delivering exceptional results and establishing long-lasting relationships with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
Rose City Investment Consulting LLC offers a wide range of financial services to meet the unique needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
Rose City Investment Consulting LLC provides financial guidance to a diverse range of clients, including individuals, families, and businesses. They understand that each client has different financial goals and needs, and they tailor their services to meet these specific requirements.
Fees & Compensation
At Rose City Investment Consulting LLC, their fee structure is fully transparent, with no hidden fees or commissions. They offer fee-only services, meaning they are compensated solely by their clients and do not receive any commissions for the products they recommend. This ensures that their advice is unbiased and in the best interest of their clients.
Background
Rose City Investment Consulting LLC is a registered investment advisor with the Securities and Exchange Commission. This means they are held to the fiduciary standard, requiring them to always act in their clients’ best interests. Additionally, their advisors are highly experienced and hold various certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
It is important to note that there are currently no disciplinary actions or disclosures for Rose City Investment Consulting LLC or any of their advisors. This demonstrates their commitment to ethical and professional conduct in their financial services.