How does the advisor help clients – Key Takeaways:
Rugh Financial is dedicated to providing expert financial guidance and personalized support to clients looking to achieve their financial goals. Through their comprehensive services and experienced team of advisors, Rugh Financial helps clients navigate the complex world of finance with clarity and confidence.
Facts and Insights
Founded in 2005, Rugh Financial has over 15 years of experience in the financial industry. With a team of 20 advisors, they provide a wide range of financial services to their clients, including wealth management, retirement planning, and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15 years |
Financial Services Offered
Rugh Financial offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
Rugh Financial works with a diverse range of clients, including individuals, families, and small business owners. Their services are tailored to meet the unique needs and goals of each client, providing personalized support and guidance every step of the way.
Fees & Compensation
Rugh Financial operates on a fee-based model, where clients pay a percentage of their assets under management. This ensures that the advisors are aligned with the clients’ best interests, as their compensation is tied to the performance of the client’s portfolio.
Background
Rugh Financial was founded by John Rugh, a highly experienced financial advisor with over 20 years of experience in the industry. He has a deep understanding of the complexities of the financial world and uses his knowledge and expertise to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
Rugh Financial is committed to transparency and always puts the best interests of their clients first. As such, they adhere to all state and federal regulations and have no reported disciplinary actions or disclosures on their record.