
Our Story
Planning for the future and investing are complicated. As a fee-only, fiduciary, Registered Investment Advisor, we can help clients plan and prepare.
Here you will be able to find communications from the RIM team as well as helpful resources and articles.
Planning for the future and investing are complicated. As a fee-only, fiduciary, Registered Investment Advisor, we can help clients plan and prepare.
Larson Patty explains why he is helping clients at Rothman Investment Management. “Beautiful Presentation” by RomanSenykMusic. Used by Permission. www.patreon.com/romansenyk https://www.youtube.com/channel/UCbxxEi-ImPlbLx5F-fHetEg
Many investment advisors operate on a commission basis where they are incentivized to sell products to their clients. Fee-only advisors charge fees for advice, so they have no incentive to promote certain solutions over others.
What is a fiduciary financial advisor, and why is it important?
An RIA operates as a fiduciary, meaning it is obligated to always act in the best interest of its clients.
This job allows me to use my skills to serve a great group of clients, while building my own business and living in one of the nicest places in the world.