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Delray Beach Financial Advisors Costs & Prices - ProMatcher Cost Report

Delray Beach Financial Advisors Costs & Prices

Delray Beach, Florida.  The Delray Beach Financial Advisors Cost Report is a concise report on everything you need to know about the cost of financial advisors in the Delray Beach area.

Average Financial Advisors Cost in Delray Beach


We have done a little research to find the average cost of financial advisors in Delray Beach. Here are the average costs and prices reported back to us:
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Delray Beach Financial Advisors Cost Data


Professionals in the Delray Beach area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
33483, Delray Beach, Florida - June 9, 2015

Business 401K & SEP Plans

0.15 to 0.50 percent of assets under management
We price out our services for our clients in the way that is going to work best for them. There are a number of different ways for our compensation to be paid, and it will differ on a case by case basis on what method will provide the best setup for the client. We never receive incentives to used a specific product or mutual fund as all investment decisions are objective and made on "what's best for the client" basis.

Reported by:
Brett Shofner, Work Plan Retire
33483, Delray Beach, Florida - June 9, 2015

401k Plans

0.15 to 0.50 percent of assets under management
We price out our services for our clients in the way that is going to work best for them. There are a number of different ways for our compensation to be paid, and it will differ on a case by case basis on what method will provide the best setup for the client. We never receive incentives to used a specific product or mutual fund as all investment decisions are objective and made on "what's best for the client" basis

Reported by:
Brett Shofner, Work Plan Retire
33483, Delray Beach, Florida - June 9, 2015

Financial Planning

0.80 to 1.35 percent of assets under management
We have a CFP, along with a Retirement Income and Social Security specialist, on our team. Based on the services that are needed, our team will provide goal based planning and a structure that will work best for the client to reach their retirement goals.

Reported by:
Brett Shofner, Work Plan Retire
33483, Delray Beach, Florida - June 9, 2015

Retirement Planning & IRAs

0.80 to 1.35 percent of assets under management
We have a CFP, along with a Retirement Income and Social Security specialist, on our team. Based on the services that are needed, our team will provide goal based planning and a structure that will work best for the client to reach their retirement goals.

Reported by:
Brett Shofner, Work Plan Retire
33483, Delray Beach, Florida - June 9, 2015

401-k Rollover Assistance

0.80 to 1.35 percent of assets under management
Since we customize our approach for each and every client (because each client is different from another), each client will have their own unique setup. Thus, we avoid a "cooker cutter" approach like what you would see in a wirehouse, and instead come up with a custom approach that works for both the client and us.

Reported by:
Brett Shofner, Work Plan Retire
33408, North Palm Beach, Florida - August 10, 2021

Retirement Planning & IRAs

1.00 to 2.00 percent of assets under management
Retirement Planning is a priority goal for most clients.

Reported by:
Tyler Keen, Ameriprise Financial
33408, North Palm Beach, Florida - August 10, 2021

Financial Planning

$50.00 to $200.00 fee only - hourly rate
Depending on the client, we discuss how extensive their financial plan needs to be, and will charge accordingly. Charge between $500-$2,000

Reported by:
Tyler Keen, Ameriprise Financial
33408, North Palm Beach, Florida - August 10, 2021

Financial Advisors - Stocks & Bonds

1.00 to 2.00 percent of assets under management
Depending on the account you open, you could be charged per trade or an AUM %.

Reported by:
Tyler Keen, Ameriprise Financial
33408, North Palm Beach, Florida - August 10, 2021

Financial Advisors - Asset Management

1.00 to 2.00 percent of assets under management
Depending on how complex the client's situation is.

Reported by:
Tyler Keen, Ameriprise Financial
33408, North Palm Beach, Florida - August 10, 2021

Education Planning & 529 Plans

1.00 percent of assets under management
Others may charge higher, but I charge 1.0%.

Reported by:
Tyler Keen, Ameriprise Financial
33408, North Palm Beach, Florida - August 10, 2021

401k Plans

1.00 to 2.00 percent of assets under management
Depends on the type of plan, features, and size.

Reported by:
Tyler Keen, Ameriprise Financial
33408, North Palm Beach, Florida - August 10, 2021

401-k Rollover Assistance

1.00 to 2.00 percent of assets under management
401k rollovers are a simple process, but managing the money and how complex the client wants to invest is where the fees will vary.

Reported by:
Tyler Keen, Ameriprise Financial
33189, Miami, Florida - August 30, 2014

401-k Rollover Assistance

4.00 to 6.00 percent of investments purchased
My clients can confer with me without concern that they will be billed. I work for my clients.

Reported by:
Heather Fraser, Logos Financial Solutions
 
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Delray Beach Financial Advisors


Work Plan Retire
1045 E Atlantic Ave, Delray Beach, FL
561-665-4777
Ameriprise Financial
11300 US Highway 1, Suite 600, North Palm Beach, FL
484-889-8852
ASM Global Ventures LLC
Kuala Lumpur, Staten Island, NY
+60192391129
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Disclaimer: Costs and prices shown on the ProMatcher site are intended to be used as general information, not as guaranteed estimates. To obtain cost information relevant to your project, request a quote or estimate from a local service provider.
Financial Advisors > Costs & Prices > Florida > Delray Beach Financial Advisors Costs & Prices

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