How does the advisor help clients – Key Takeaways:
Rostad Capital Management, Inc. is a financial management firm that offers expert and personalized services to its clients. As a fiduciary, it puts its clients’ financial needs and goals as the top priority and provides comprehensive financial planning and investment management services.
- Rostad Capital Management, Inc. offers personalized financial management services and puts clients’ needs first.
- They provide comprehensive financial planning and investment management services.
- As a fiduciary, Rostad Capital Management, Inc. always acts in their clients’ best interests.
Facts and Insights
Rostad Capital Management, Inc. has been in business since 2004 and is headquartered in Seattle, Washington. It currently manages over $500 million in assets and has a team of experienced advisors who strive to provide the best possible services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2004 |
Financial Services Offered
Rostad Capital Management, Inc. offers a range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
Rostad Capital Management, Inc. caters to a variety of clients including individuals, families, and business owners. They also serve institutional clients such as pension plans and endowments.
Fees & Compensation
Rostad Capital Management, Inc. has a transparent fee structure and charges a percentage of assets under management. This aligns their interests with those of their clients as they only earn more when their clients’ assets grow.
Background
Rostad Capital Management, Inc. was founded by John Rostad, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Certified Financial Fiduciary (CFF), reflecting his commitment to upholding the highest ethical standards in the industry.
Financial Advisor Disclosures to Know
While Rostad Capital Management, Inc. has a clean track record with no disciplinary actions, it is important for clients to be aware of any potential conflicts of interest. As with any financial advisor, it is recommended to carefully review all disclosures before making a decision.