Facts and Insights
ROUMELL ASSET MANAGEMENT, LLC is a leading financial advisory firm that has been in business for over 35 years. Founded in 1985, the firm has a long-standing reputation for providing expert financial guidance to clients. With a team of experienced advisors and a strong commitment to customer service, ROUMELL ASSET MANAGEMENT, LLC has helped numerous individuals and businesses achieve their financial goals.
The firm specializes in providing personalized financial planning and investment management services to a wide range of clients. Their expertise lies in helping clients build and maintain wealth, while also providing practical solutions to complex financial issues. With a focus on long-term sustainability, ROUMELL ASSET MANAGEMENT, LLC prides itself on creating customized financial strategies that align with each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 10 | 35 years |
Financial Services Offered
ROUMELL ASSET MANAGEMENT, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include financial planning, investment management, retirement planning, tax planning, risk management, and estate planning. The firm’s experienced advisors work closely with each client to create a tailored financial plan that addresses their specific goals and concerns.
Client Types
ROUMELL ASSET MANAGEMENT, LLC serves a wide array of clients, including individuals, families, businesses, and institutions. The firm’s client base consists of high-net-worth individuals, retirees, professionals, and small business owners. Regardless of the client’s size or financial situation, the firm is committed to providing personalized, unbiased advice and guidance to help them achieve their financial objectives.
Fees & Compensation
ROUMELL ASSET MANAGEMENT, LLC operates on a fee-only basis, meaning they do not earn any commissions from financial products or services they recommend. This approach ensures that the firm’s advisors act in their clients’ best interests without any conflicts of interest. The firm’s fees are based on a percentage of the client’s assets under management, providing an incentive for the firm to help clients grow their wealth.
Background
ROUMELL ASSET MANAGEMENT, LLC was founded by financial expert John Roumell, who has over 40 years of experience in the industry. Along with a team of skilled advisors, Mr. Roumell leads the firm in providing personalized, unbiased financial advice to clients. The firm’s commitment to excellence has earned them numerous industry accolades and a loyal client base.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROUMELL ASSET MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. This includes any affiliations with third-party financial institutions or any financial products or services the firm may recommend. Clients can rest assured that the firm operates with full transparency, providing them with all the necessary information to make informed decisions about their finances.