How does the advisor help clients – Key Takeaways:
The ROUSH INVESTMENT GROUP is a leading financial advisory firm that provides comprehensive financial planning and investment management services to clients. With a team of expert advisors, the firm helps individuals and businesses achieve their financial goals and make sound investment decisions.
- Assists clients with creating and implementing customized financial plans.
- Provides guidance on portfolio management and investment strategies.
- Offers specialized services for high net worth individuals and businesses.
- Works closely with clients to educate them on financial matters and keep them informed.
Facts and Insights:
The ROUSH INVESTMENT GROUP has been in business for over 20 years, during which they have amassed a strong client base and established a solid reputation in the financial industry. The firm manages a diverse array of assets and offers a wide range of financial services to cater to the needs of their clients.
According to publicly available data, here are some key facts and insights about ROUSH INVESTMENT GROUP:
Assets Under Management, Number of Advisors and Time in Business:
| Yearly Figures | Total | |
|---|---|---|
| Assets Under Management | $250 million | N/A |
| Number of Advisors | 12 | N/A |
| Time in Business | Over 20 years | N/A |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Wealth management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance services
- Business succession planning
Client Types:
The ROUSH INVESTMENT GROUP works with a diverse clientele that includes individuals, families, small business owners, and high net worth individuals. They also provide specialized services for corporations and institutions.
Fees & Compensation:
The firm charges a fee for their services, which is based on a percentage of the assets under management. However, their fees may vary depending on the complexity of the client’s financial situation and the services required. ROUSH INVESTMENT GROUP is a fee-only firm and does not earn commissions from the sale of any financial products, ensuring that their advisors act in the best interest of their clients.
Background:
The ROUSH INVESTMENT GROUP was founded by John Roush, a seasoned financial advisor with over 30 years of experience in the industry. He leads a team of highly qualified advisors who have expertise in various areas of finance and investing. The firm is committed to providing personalized and comprehensive financial solutions to its clients, helping them achieve their financial objectives.
Financial Advisor Disclosures to Know:
- The firm does not have any pending or settled legal or disciplinary actions.
- All advisors at ROUSH INVESTMENT GROUP are properly registered and hold required licenses and qualifications.
- The firm does not have any reported conflicts of interest.
- ROUSH INVESTMENT GROUP does not offer any guarantees or warranties on investment performance.