How does the advisor help clients – Key Takeaways:
- RTM ASSET MANAGEMENT, LLC is a financial firm that provides expert advice to clients seeking to manage their assets and investments.
- The firm offers a wide range of financial services, including portfolio management, investment planning, and retirement planning.
- By leveraging their expertise and experience, the advisors at RTM ASSET MANAGEMENT, LLC help clients make informed financial decisions and achieve their long-term financial goals.
Facts and Insights:
RTM ASSET MANAGEMENT, LLC is a trusted financial firm with a wealth of knowledge in the field of investment management. With a focus on personalized and comprehensive financial planning, the firm has been helping clients successfully grow and protect their assets for many years. Their team of experienced advisors combines deep financial expertise with a client-centric approach to provide tailored solutions for each individual’s unique financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
RTM ASSET MANAGEMENT, LLC offers a wide range of financial services to help clients effectively manage and grow their wealth. These services include:
- Portfolio Management
- Investment Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types:
The advisors at RTM ASSET MANAGEMENT, LLC work with a diverse range of clients, including individual investors, families, and small business owners. They also provide specialized services for high-net-worth clients and those planning for retirement.
Fees & Compensation:
RTM ASSET MANAGEMENT, LLC is committed to providing transparent and competitive fee structures for their clients. The firm charges a percentage of assets under management as their management fee, which can range from 0.50% to 2.00% depending on the size of the client’s portfolio. They may also charge additional fees for certain services, such as financial planning or estate planning.
Background:
Founded in 2005, RTM ASSET MANAGEMENT, LLC has been a trusted advisor to clients for over 15 years. The firm was established with a mission to provide clients with personalized financial advice and strategies to achieve their financial goals. The team at RTM ASSET MANAGEMENT, LLC is made up of experienced and knowledgeable advisors who are dedicated to helping clients make the most of their wealth.
Financial Advisor Disclosures to Know:
As an SEC-registered investment advisor, RTM ASSET MANAGEMENT, LLC is held to the highest standard of ethical behavior and must disclose any potential conflicts of interest to their clients. Clients can access this information through the firm’s Form ADV, which is available on the firm’s website or upon request.