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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:

Cost of Financial Planning in Delray Beach, Florida

1.08% of assets under management (Range: 0.80% - 1.35%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs in Delray Beach, Florida

1.08% of assets under management (Range: 0.80% - 1.35%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans in Delray Beach, Florida

0.33% of assets under management (Range: 0.15% - 0.50%)
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Cost of 401k Plans in Delray Beach, Florida

0.33% of assets under management (Range: 0.15% - 0.50%)
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Cost of 401-k Rollover Assistance in Delray Beach, Florida

1.08% of assets under management (Range: 0.80% - 1.35%)
5% of investments purchased (Range: 4.00% - 6.00%)
Free Estimates from Local Pros
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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
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 |
ASM Global Ventures LLC
Kuala Lumpur, Staten Island, NY
+60192391129
Logos Financial Solutions
Miami, FL
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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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