How does the advisor help clients – Key Takeaways:
Rubicon Asset Management LLC is dedicated to helping their clients achieve their financial goals through personalized and comprehensive financial services. Their team of experienced financial experts utilize their knowledge and expertise to provide their clients with customized investment solutions and strategies.
Here are key takeaways on how Rubicon Asset Management LLC helps their clients:
- Personalized financial services
- Comprehensive investment solutions and strategies
- Experienced financial experts
Facts and Insights
Rubicon Asset Management LLC was founded in 2003 and has been in business for over 18 years. They are based in New York City and have a team of 15 experienced financial advisors.
Their assets under management total $500 million and their clients consists of high-net-worth individuals and families, as well as institutional clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 18+ years |
Financial Services Offered
Rubicon Asset Management LLC offers a wide range of financial services to help their clients achieve their financial goals. Their services include, but are not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types
Rubicon Asset Management LLC caters to a diverse range of clients, including:
- High-net-worth individuals and families
- Institutional clients
Fees & Compensation
Rubicon Asset Management LLC charges a flat fee based on a percentage of assets under management. This fee structure ensures that their clients’ interests are aligned with the performance of their investments.
Background
Rubicon Asset Management LLC was founded by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. Along with his team of experts, John has helped countless clients achieve their financial goals and build long-term wealth.
Financial Advisor Disclosures to Know
Rubicon Asset Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They are legally bound to act in the best interest of their clients and fully disclose any potential conflicts of interest.
It is important for clients to understand any potential risks and fees associated with their investments, and the team at Rubicon Asset Management LLC is committed to transparency and honesty in all their dealings.