Ponte Vedra Financial Advisors Costs & Prices
Ponte Vedra, Florida. The Ponte Vedra Financial Advisors Cost Report is a concise report on everything you need to know about the cost of financial advisors in the Ponte Vedra area.
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Average Financial Advisors Cost in Ponte Vedra
We have done a little research to find the average cost of financial advisors in Ponte Vedra. Here are the average costs and prices reported back to us:
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Ponte Vedra Financial Advisors Cost Data
Professionals in the Ponte Vedra area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
32081, Ponte Vedra, Florida - April 30, 2015
Financial Advisors - Asset Management1.50 to 3.00 percent of investments purchased 10.00 to 20.00 percent of assets under management $250.00 to $400.00 hourly rate Depending on the scope of the engagement is it tactical or strategic will depend on pricing
Reported by: Dan Orlovsky, Dan orlovsky,CFP,AEP,RICP |
32205, Jacksonville, Florida - September 25, 2017
Retirement Planning & IRAs1.00 to 1.50 percent of assets under management Free consultation to determine if a business relationship would be beneficial for both parties.
Reported by: Prescott Rowe, Merrill Lynch |
32205, Jacksonville, Florida - September 25, 2017
Financial Planning1.00 to 1.50 percent of assets under management Free consultation to determine if a business relationship would be beneficial for both parties.
Reported by: Prescott Rowe, Merrill Lynch |
32205, Jacksonville, Florida - September 25, 2017
Financial Advisors - Asset Management1.00 to 1.50 percent of assets under management Free consultation to determine if a business relationship would be beneficial for both parties.
Reported by: Prescott Rowe, Merrill Lynch |
32205, Jacksonville, Florida - September 25, 2017
Education Planning & 529 Plans1.00 to 1.50 percent of assets under management Free consultation to determine if a business relationship would be beneficial for both parties.
Reported by: Prescott Rowe, Merrill Lynch |
32205, Jacksonville, Florida - September 25, 2017
Business 401K & SEP Plans1.00 to 1.50 percent of investments purchased Free consultation to determine if a business relationship would be beneficial for both parties.
Reported by: Prescott Rowe, Merrill Lynch |
32205, Jacksonville, Florida - September 25, 2017
401-k Rollover Assistance1.00 to 1.50 percent of assets under management Free consultation to determine if a business relationship would be beneficial for both parties.
Reported by: Prescott Rowe, Merrill Lynch |
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Ponte Vedra Financial Advisors
Dan orlovsky,CFP,AEP,RICP 291 Woodhurst drive, Ponte Vedra, FL 203-521-3723
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Merrill Lynch 1825 Elizabeth place, Jacksonville, FL 904-273-3849
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AXA Advisors / EquitableSaint Augustine, FL 904-217-4550
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