How does the advisor help clients – Key Takeaways:
- The team at WHITE, ROBERTS & STRATTON, INC. has extensive knowledge and experience in financial planning, investment management, and retirement planning.
- They provide personalized and comprehensive solutions to help clients achieve their financial goals.
- Their services include portfolio management, risk management, tax planning, and estate planning.
- The firm prioritizes transparency and communication, ensuring that clients are well-informed and involved in the decision-making process.
Facts and Insights
WHITE, ROBERTS & STRATTON, INC. is a leading financial advisory firm that has been serving clients for over 20 years. The team is made up of highly skilled and experienced professionals who are dedicated to helping individuals, families, and businesses with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Numbers | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered
WHITE, ROBERTS & STRATTON, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Wealth transfer
- Educational planning
- Business succession planning
Client Types
The firm works with a variety of clients, including:
- Individuals and families
- Business owners
- Retirees
- High-net-worth individuals
- Trusts and estates
- Non-profit organizations
Fees & Compensation
WHITE, ROBERTS & STRATTON, INC. believes in transparency and does not charge hidden fees to their clients. They provide a clear breakdown of their fees and compensation structure, which may include:
- Asset-based fees
- Hourly fees for financial planning services
- Commission-based fees (when applicable)
- Retainer fees (when applicable)
Background
WHITE, ROBERTS & STRATTON, INC. was founded on the principles of integrity, trust, and professionalism. The team is led by experienced financial advisors who have a deep understanding of the markets and a passion for helping clients achieve their financial goals. The firm has a proven track record of delivering exceptional results and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is important to understand their background and any potential disclosures. At WHITE, ROBERTS & STRATTON, INC., the team operates with complete transparency and abides by the highest ethical standards. They have a clean record and have disclosed any potential conflicts of interest.