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How does the advisor help clients – Key Takeaways:
Rubicon Investment Group LLC provides expert financial advice and services to a wide range of clients. With years of experience and a dedicated team of advisors, they assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
Founded in 2005, Rubicon Investment Group LLC has been in the business of financial advisory for over 15 years. They currently have assets under management totaling over $500 million and employ a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Rubicon Investment Group LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment planning and management
- Estate planning
- Tax planning and preparation
- Retirement planning
- Asset allocation
Client Types
Rubicon Investment Group LLC serves a diverse clientele, including individuals, families, and businesses. Their team of advisors has experience working with clients from various income levels and backgrounds, providing personalized financial solutions to meet their specific needs.
Fees & Compensation
Rubicon Investment Group LLC operates on a fee-based compensation model, meaning they charge a percentage based on the assets they manage for their clients. This ensures that their interests are aligned with those of their clients and encourages them to help their clients achieve the best returns on their investments.
Background
Rubicon Investment Group LLC was founded by a team of financial experts with years of experience in the industry. Their knowledge and expertise allow them to provide sound financial advice and services to their clients, helping them navigate the complex world of finance and make informed decisions to secure their financial future.
Financial Advisor Disclosures to Know
As a registered investment advisor, Rubicon Investment Group LLC is held to a fiduciary standard, meaning they are legally required to act in their clients’ best interests at all times. They also maintain complete transparency and disclose any potential conflicts of interest, ensuring that their clients can trust their advice and recommendations.