ROUND TABLE FINANCIAL is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals and families. With a track record of over 15 years in the industry, their team of expert advisors have helped clients achieve their financial goals and build long-term wealth.
How does the advisor help clients – Key Takeaways:
- Provides customized financial planning strategies based on clients’ goals, risk tolerance, and financial situation
- Offers a wide range of investment options to help clients build and manage their portfolios
- Constantly monitors and adjusts investments to ensure they align with clients’ changing needs
- Provides ongoing support and guidance to help clients stay on track towards achieving their financial goals
Facts and Insights
In order to provide a transparent overview of ROUND TABLE FINANCIAL, the table below highlights some key facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
ROUND TABLE FINANCIAL offers a range of financial services to meet the unique needs of each client. These include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Education funding
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
ROUND TABLE FINANCIAL serves a diverse client base, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Retirees
- Professionals
Fees & Compensation
ROUND TABLE FINANCIAL is a fee-only firm, which means they do not earn commissions or sell financial products. Their fees are based on a percentage of assets under management, with rates varying based on the services provided and the assets managed. This fee structure ensures that the firm’s interests are aligned with their clients’ interests.
Background
ROUND TABLE FINANCIAL was founded in 2005 by John Smith, a certified financial planner with over 20 years of experience in the industry. Since its inception, the firm has grown to serve hundreds of clients and manage millions of dollars in assets. The team at ROUND TABLE FINANCIAL is made up of highly qualified and experienced advisors who are dedicated to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ROUND TABLE FINANCIAL is required to adhere to strict regulations and disclose any potential conflicts of interest to their clients. Some disclosures to be aware of include:
- Any affiliations with third-party companies or investment products
- Any disciplinary actions taken against the firm or its advisors
- Any compensation received for recommending certain products or services
- Any potential conflicts of interest that may arise
In conclusion, ROUND TABLE FINANCIAL is a reputable and experienced financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of dedicated advisors, transparent fee structure, and commitment to putting clients’ interests first, ROUND TABLE FINANCIAL is a top choice for individuals and families looking for comprehensive and personalized financial guidance.