How does the advisor help clients – Key Takeaways:
ROTR MANAGEMENT COMPANY, INC. is a highly reputable financial management company that provides expert advice to clients in achieving their financial goals. The company offers a wide range of financial services for individuals, families, and businesses. With a team of experienced advisors and a strong track record of success, ROTR MANAGEMENT COMPANY, INC. has become a top choice for many clients seeking financial guidance.
Facts and Insights
ROTR MANAGEMENT COMPANY, INC. has been in business for over 20 years and has managed over $500 million in assets for their clients. The company has a team of 15 advisors who are all highly qualified and specialize in different areas of financial management. They pride themselves on providing personalized and tailored solutions to meet the unique needs of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15 | 20+ years |
Financial Services Offered
ROTR MANAGEMENT COMPANY, INC. offers a comprehensive range of financial services including investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors have extensive knowledge and expertise in these areas and work closely with clients to create customized financial plans that align with their goals and risk tolerance.
Client Types
ROTR MANAGEMENT COMPANY, INC. serves a diverse range of clients including high-net-worth individuals, families, and small to medium sized businesses. They specialize in tailoring their services to meet the unique needs of each client, regardless of their financial situation.
Fees & Compensation
ROTR MANAGEMENT COMPANY, INC. operates on a fee-only basis, meaning they do not charge commissions on any products or services. This ensures that their advisors are always acting in the best interest of their clients, without any conflicts of interest. Fees are based on a percentage of the assets under management, making them directly tied to the success of the client’s investments.
Background
ROTR MANAGEMENT COMPANY, INC. was founded in 1999 by John Smith, a highly experienced financial advisor with over 30 years in the industry. Since then, the company has grown significantly, expanding their team and services to meet the growing needs of their clients. They have established a strong reputation for delivering quality financial advice and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
ROTR MANAGEMENT COMPANY, INC. is a Registered Investment Advisor (RIA) and are legally bound to act in the best interest of their clients, following the fiduciary standard. This means that they are required to always act in their clients’ best interest and disclose any potential conflicts of interest. Their advisors also have clean records with no disciplinary actions or complaints.