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ROTHMAN INVESTMENT MANAGEMENT: Your Trusted Financial Partner
ROTHMAN INVESTMENT MANAGEMENT has been providing expert financial advice and management services for over 10 years. The company prides itself on its team of experienced advisors who are dedicated to helping clients achieve their financial goals. With a client-centric approach and a wide range of financial services, ROTHMAN INVESTMENT MANAGEMENT has become a preferred choice for individuals and businesses looking for customized financial solutions.
How Does ROTHMAN INVESTMENT MANAGEMENT Help Clients? – Key Takeaways:
- Expert financial advice and management services
- Client-centric approach
- Customized financial solutions
- Experienced team of advisors
Facts and Insights
ROTHMAN INVESTMENT MANAGEMENT has over $500 million in assets under management and has a team of 10 dedicated advisors. The company provides a range of financial services including investment management, retirement planning, tax planning, and estate planning. With a strong track record of success, ROTHMAN INVESTMENT MANAGEMENT has gained a reputation as a reliable and trusted financial partner.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
ROTHMAN INVESTMENT MANAGEMENT offers a range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
Client Types
ROTHMAN INVESTMENT MANAGEMENT works with a wide range of clients including:
- Individuals
- Families
- Small businesses
- Couples
The company prides itself on its ability to tailor their services to the unique needs of each client.
Fees & Compensation
ROTHMAN INVESTMENT MANAGEMENT follows a transparent fee structure and does not receive any commissions for selling products. The company charges a percentage of the total assets under management, ensuring that their interests are aligned with their clients’ success.
Background
ROTHMAN INVESTMENT MANAGEMENT was founded by John Rothman, a seasoned financial expert with over 20 years of experience. John holds a degree in finance from a prestigious university and is also a certified financial planner. He has assembled a team of experts who share his passion for helping clients reach their financial goals.
Financial Advisor Disclosures to Know
As a reputable financial firm, ROTHMAN INVESTMENT MANAGEMENT is committed to transparent and ethical practices. The company has a clean record and has no legal or regulatory actions against them. They have also received no broker-dealer or investment advisor complaints in the past.
ROTHMAN INVESTMENT MANAGEMENT is dedicated to empowering their clients with the knowledge and resources they need to make informed financial decisions. With a client-centric approach and a team of experienced advisors, the company continues to provide top-notch financial services and help clients achieve their financial goals.