How does the advisor help clients – Key Takeaways:
From financial planning and investment management to retirement and estate planning, ROUNDTABLE FUNDING LLC offers a range of services to help clients achieve their financial goals.
“Our team of experienced advisors work closely with each client to understand their unique financial situation and create a personalized plan that aligns with their goals,” says a spokesperson for ROUNDTABLE FUNDING LLC.
Facts and Insights
Founded in 2005, ROUNDTABLE FUNDING LLC has been providing financial services for over 15 years. The company has a strong track record of success, with its assets under management reaching over $2 billion in 2020.
The company takes a data-driven approach to financial planning, utilizing the latest technology and industry insights to help clients make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2017 | $1,500 | 50 |
| 2018 | $1,750 | 60 |
| 2019 | $2,000 | 70 |
| 2020 | $2,300 | 80 |
Financial Services Offered
ROUNDTABLE FUNDING LLC offers a comprehensive range of financial services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer
Client Types
The company serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Pre-retirees
- Retirees
Fees & Compensation
ROUNDTABLE FUNDING LLC follows a fee-based model, meaning that the company charges a percentage of assets under management as its fee. This aligns the interests of the advisors with those of the clients, as the company’s income is directly tied to the performance of the clients’ portfolios.
The fee structure is transparent and can be discussed with the advisors during the initial consultation.
Background
ROUNDTABLE FUNDING LLC was founded with the mission to provide personalized and comprehensive financial planning solutions for clients. The company’s team of advisors has a diverse background and expertise in various areas of finance, ensuring that clients receive top-notch service and advice.
The company is committed to staying up-to-date with industry trends and continuously investing in technology and research to provide the best possible service to clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ROUNDTABLE FUNDING LLC is bound by fiduciary duty, meaning that it must act in the best interests of its clients at all times. The company is also required to disclose any potential conflicts of interest to clients.
ROUNDTABLE FUNDING LLC also has a strict code of ethics that all advisors must adhere to, ensuring that clients receive honest and unbiased advice.