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How does the advisor help clients – Key Takeaways:
ROUND TABLE INVESTMENT MANAGEMENT, LLC is a financial advisory firm that helps clients manage their investments and reach their financial goals. They offer a wide range of services, including portfolio management, financial planning, and retirement planning. The firm prides itself on providing personalized and customized solutions to meet each client’s unique needs.
Facts and Insights
Founded in 2005, ROUND TABLE INVESTMENT MANAGEMENT, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York City and serves clients nationwide. They currently have over $1 billion assets under management and a team of 10 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $1 billion |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
ROUND TABLE INVESTMENT MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Portfolio management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Investment analysis and research
Client Types
ROUND TABLE INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Trusts
- Foundations and endowments
Fees & Compensation
ROUND TABLE INVESTMENT MANAGEMENT, LLC is a fee-only advisor, meaning they are compensated solely by their clients and do not receive commissions or third-party payments. They use a transparent fee structure, charging a percentage of assets under management based on the complexity of the client’s needs.
Background
The team at ROUND TABLE INVESTMENT MANAGEMENT, LLC is made up of experienced and knowledgeable professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). They pride themselves on their client-centric approach, always putting their clients’ best interests first.
Financial Advisor Disclosures to Know
As a registered investment advisor, ROUND TABLE INVESTMENT MANAGEMENT, LLC is required to disclose any potential conflicts of interest or legal issues. They have a clean record with no disclosures according to their most recent regulatory filing.