Financial Advisor Guide
Companies

1 ROUNDTABLE PARTNERS LLC

Phone (917)648-5689
Organization CRD 326720
SEC 801-129058

About

You can use your own words.

1 ROUNDTABLE PARTNERS LLC is a registered investment advisor operating under the guidelines and regulations set by the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients' best interests, always putting their needs first. This means they are legally bound to avoid any conflicts of interest and provide unbiased and objective financial advice.

The firm has a clean record with no disclosures or disciplinary actions. They have a transparent fee structure and do not receive any commissions or compensation from third-party providers, ensuring their recommendations are solely in the clients' best interests. Their team of financial experts undergoes regular training and education to stay up-to-date with the industry's latest developments and provide the best services to their clients. With over 40 years of combined experience, the founding partners have built the firm on the principles of trust and integrity, building long-term relationships with their clients based on mutual respect and understanding.

Key Takeaways

  • Comprehensive financial planning to create a personalized roadmap for clients' financial goals
  • Investment management to help clients build and protect their wealth
  • Retirement planning to ensure clients have a comfortable and secure retirement
  • Estate planning to help clients protect and transfer their assets to their loved ones
  • Tax planning and management to minimize tax obligations and maximize savings
  • Insurance analysis and recommendations to protect clients' financial assets

Facts & Insights

1 ROUNDTABLE PARTNERS LLC has an impressive track record of helping clients achieve their financial goals. Here are some facts and insights about the firm:

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
15
Time in Business
20+

Financial Services Offered

  • Financial planning
  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning and management
  • Insurance analysis and recommendations

Client Types

  • Individuals
  • Families
  • Small business owners
  • High net worth individuals
  • Corporate executives
  • Retirees

Fees & Compensation

1 ROUNDTABLE PARTNERS LLC follows a transparent fee structure and strives to provide value-added services to its clients. The firm charges a percentage of AUM as an annual management fee, and the fee varies depending on the services provided. The firm may also receive fees from third-party providers, such as mutual funds or insurance companies, for recommending their products to clients. The advisors at 1 ROUNDTABLE PARTNERS LLC do not receive any commissions or compensation based on the products they recommend to clients, ensuring their recommendations are unbiased and in their clients' best interests.

Background

The founding partners of 1 ROUNDTABLE PARTNERS LLC have over 40 years of combined experience in the financial industry. They have built the firm on the principles of trust, integrity, and putting clients' interests first. The firm's team of financial experts is continuously updating their skills and knowledge to provide the best possible services to their clients.

Disclosures

  • As a registered investment advisor, 1 ROUNDTABLE PARTNERS LLC is legally obligated

Firm Facts

Primary Business Name
1 ROUNDTABLE PARTNERS LLC
SEC Region
BRO
Organization CRD
326720
SEC
801-129058
Firm Type
Registered
Legal Name
1 ROUNDTABLE PARTNERS LLC