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Ponte Vedra Financial Advisors Costs & Prices - ProMatcher Cost Report

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.

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:

Cost of Financial Planning in Ponte Vedra, Florida

1.25% of assets under management (Range: 1.00% - 1.50%)
Free Estimates from Local Pros

Cost of Financial Advisors - Asset Management in Ponte Vedra, Florida

$325.00 hourly rate (Range: $250.00 - $400.00)
8.13% of assets under management (Range: 5.50% - 10.75%)
2.25% of investments purchased (Range: 1.50% - 3.00%)
Free Estimates from Local Pros

Cost of Retirement Planning & IRAs in Ponte Vedra, Florida

1.25% of assets under management (Range: 1.00% - 1.50%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans in Ponte Vedra, Florida

1.25% of assets under management (Range: 1.00% - 1.50%)
Free Estimates from Local Pros

Cost of Business 401K & SEP Plans in Ponte Vedra, Florida

1.25% of investments purchased (Range: 1.00% - 1.50%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance in Ponte Vedra, Florida

1.25% of assets under management (Range: 1.00% - 1.50%)
Free Estimates from Local Pros
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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 Management

1.50 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 & IRAs

1.00 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 Planning

1.00 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 Management

1.00 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 Plans

1.00 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 Plans

1.00 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 Assistance

1.00 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
 
Free quotes from local financial advisors near you.

Ponte Vedra Financial Advisors


Dan orlovsky,CFP,AEP,RICP
291 Woodhurst drive, Ponte Vedra, FL
203-521-3723
Merrill Lynch
1825 Elizabeth place, Jacksonville, FL
904-273-3849
AXA Advisors / Equitable
Saint Augustine, FL
904-217-4550 |
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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 > Ponte Vedra Financial Advisors Costs & Prices

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