class
How does the advisor help clients – Key Takeaways:
When it comes to managing your finances, it is crucial to have a trusted and experienced advisor by your side. ROSMAN ASSET MANAGEMENT, LLC offers a range of financial services and expertise to help their clients achieve their financial goals. Here are the key takeaways of how this advisor can assist you with your finances:
- Provides sound financial advice and guidance;
- Creates customized financial plans to suit individual client needs;
- Monitors and manages investments to ensure optimal performance;
- Offers a range of financial services;
- Works with various types of clients.
Facts and Insights
Established in 2005, ROSMAN ASSET MANAGEMENT, LLC has over 15 years of experience in the financial industry. With their knowledge and expertise, they have helped countless clients achieve financial success.
The table below provides information on the assets under management, number of advisors, and time in business for ROSMAN ASSET MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
ROSMAN ASSET MANAGEMENT, LLC offers a variety of financial services to cater to their clients’ needs. These include but are not limited to:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
Client Types
ROSMAN ASSET MANAGEMENT, LLC works with various types of clients, including:
- Individual clients
- High net worth individuals
- Retirees
- Business owners
- And more
Fees & Compensation
ROSMAN ASSET MANAGEMENT, LLC operates on a fee-based compensation structure. This means that they charge clients a percentage of the assets under management as their fee. This aligns their interests with their clients’ as they only make money if their clients’ investments perform well.
Background
The team at ROSMAN ASSET MANAGEMENT, LLC is composed of highly qualified and experienced financial experts. With a combined experience of over 50 years in the financial industry, they have the knowledge and expertise to guide and assist their clients in achieving their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROSMAN ASSET MANAGEMENT, LLC is regulated by the Securities and Exchange Commission (SEC). They are required to disclose any potential conflicts of interest and thoroughly educate their clients on any risks associated with their recommended investments. Additionally, ROSMAN ASSET MANAGEMENT, LLC is legally obligated to act in their clients’ best interests.