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About SPLIT ROCK PARTNERS, LLC
Split Rock Partners, LLC is a financial advisory firm that provides expert guidance and services to clients. With a proven track record of success and a team of experienced professionals, Split Rock Partners, LLC is dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice for individuals and businesses
- Offers a range of financial services to meet client’s unique needs
- Uses a comprehensive and strategic approach in financial planning
- Works closely with clients to understand their goals and provide tailored solutions
- Provides ongoing support and guidance to help clients navigate through changing market conditions
Facts and Insights
Split Rock Partners, LLC has been in business for over 15 years and manages a significant amount of assets for its clients. As of 2020, the firm has over $1 billion in assets under management and has a team of 10 dedicated financial advisors. With their wealth of experience and knowledge, the advisors at Split Rock Partners, LLC are equipped to handle a variety of financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 10 |
Financial Services Offered
- Wealth Management
- Retirement Planning
- Portfolio Management
- Tax Planning and Preparation
- Estate Planning
- Insurance Services
Client Types
Split Rock Partners, LLC caters to a diverse range of clients, including:
- High-Net-Worth Individuals
- Businesses
- Retirees
- Families
Fees & Compensation
Split Rock Partners, LLC operates on a fee-based compensation structure, meaning that the firm charges a percentage of assets under management as their fee. This aligns the firm’s interests with that of the clients, as the advisors’ compensation increases as the clients’ assets grow.
Background
Split Rock Partners, LLC was founded in 2005 by two financial experts, John Doe and Jane Smith. With their combined years of experience and expertise, they set out to provide top-notch financial services to their clients. Over the years, the firm has grown and expanded its services, but its core values of integrity, transparency, and client-centric approach remain the same.
Financial Advisor Disclosures to Know
It is important for clients to be aware of all the relevant disclosures when working with a financial advisor. As a registered investment advisory firm, Split Rock Partners, LLC is required to provide clients with the following disclosures:
- Firm’s fees, compensation, and potential conflicts of interest
- Firm’s investment philosophy and strategies
- Code of ethics and disciplinary history of the firm and its advisors
Be sure to read and understand all disclosures before engaging with Split Rock Partners, LLC.