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Research Financial Strategies
Rockville, Maryland
Research Financial Strategies is a local investment advisory firm based out of Rockville, MD. With a strong presence in the financial industry, they operate from five strategically located offices. With a dedicated team of twelve professionals, seven of whom specialize in providing investment advisory services, Research Financial Strategies offers a comprehensive range of financial solutions.
The firm boasts an impressive average of approximately $36,970,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. Their compensation structure is designed to align with cl...see more
Assets Under Mgmt
$258.77M
Investment Professionals
7
Locations
4
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Research Financial Strategies
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