How does the advisor help clients – Key Takeaways:
- Financial expert with a focus on client satisfaction.
- Offers a wide range of financial services to meet individual needs.
- Transparent fees and compensation structure.
- Highly experienced with a successful track record.
- No disclosures or conflicts of interest.
Facts and Insights
ROW YOUR OWN BOAT is a well-established financial advisor firm with a strong commitment to helping clients achieve their financial goals. With a team of experienced advisors, they offer comprehensive financial services to individuals and families alike.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $100 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
ROW YOUR OWN BOAT offers a wide range of financial services to cater to their clients’ specific needs. These services include but are not limited to:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
The firm serves a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and tailor their services to meet those needs.
Fees & Compensation
ROW YOUR OWN BOAT is dedicated to transparent and fair fees. They believe in a fee-only structure and do not receive commissions or incentives for recommending specific products. Fees are based on a percentage of AUM and are clearly outlined for clients to understand.
Background
The advisors at ROW YOUR OWN BOAT have a combined experience of over 50 years in the financial services industry. They have successfully helped numerous clients achieve their financial goals and have a solid reputation for their expertise and exceptional service.
Financial Advisor Disclosures to Know
As a financial expert, ROW YOUR OWN BOAT is committed to open and honest communication with their clients. They have no disclosures or conflicts of interest that may hinder their ability to provide unbiased advice. Clients can trust that their best interests are always a top priority.