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Facts and Insights
RUGGAARD & ASSOCIATES is a highly reputable financial advisory firm that has been in business for over 25 years. Founded in 1993 by Richard Ruggaard, the firm has experienced consistent growth and success in the financial industry. With a team of highly knowledgeable and experienced advisors, RUGGAARD & ASSOCIATES provides top-notch financial services to clients seeking to achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 25 years |
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services.
- Offers a wide range of financial services to meet the diverse needs of clients.
- Utilizes a client-centric approach to ensure their financial goals and objectives are met.
- Has a team of experienced and knowledgeable advisors who stay updated on the latest financial trends and strategies.
Financial Services Offered:
RUGGAARD & ASSOCIATES offers a comprehensive range of financial services, including but not limited to:
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Insurance planning
- College funding
- Wealth preservation
Client Types
RUGGAARD & ASSOCIATES works with a diverse range of clients, including individuals, families, businesses, and institutions. The firm is equipped to help clients in all stages of life, from young professionals just starting their careers to retirees looking to maintain their wealth.
Fees & Compensation
RUGGAARD & ASSOCIATES operates on a fee-based model, where fees are based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of their clients. RUGGAARD & ASSOCIATES believes in transparent and fair compensation, and does not receive any commission or compensation for recommending specific investments.
Background
Richard Ruggaard, the founder of RUGGAARD & ASSOCIATES, has been in the financial industry for over 35 years. With a background in accounting and finance, and a passion for helping clients achieve their financial goals, he has built a successful and reputable firm that continues to grow and thrive.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, RUGGAARD & ASSOCIATES is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. This means they must always put their clients’ interests ahead of their own. RUGGAARD & ASSOCIATES has a clean regulatory record, with no disciplinary actions taken against the firm or any of its advisors.
In conclusion, RUGGAARD & ASSOCIATES is a well-established firm with a strong reputation for providing exceptional financial services. With their client-centric approach and experienced team, they are dedicated to helping clients achieve their financial goals and secure their financial future.