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San Rafael Financial Advisors Costs & Prices - ProMatcher Cost Report

San Rafael Financial Advisors Costs & Prices

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

Average Financial Advisors Cost in San Rafael


We have done a little research to find the average cost of financial advisors in San Rafael. Here are the average costs and prices reported back to us:

Cost of Financial Planning in San Rafael, California

$175.00 fee only - hourly rate (Range: $150.00 - $200.00)
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Cost of Financial Advisors - Stocks & Bonds in San Rafael, California

0.9% of assets under management (Range: 0.79% - 1.00%)
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Cost of Business 401K & SEP Plans in San Rafael, California

0.85% of assets under management (Range: 0.70% - 1.00%)
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Cost of 401-k Rollover Assistance in San Rafael, California

$175.00 fee only (hourly rate) (Range: $150.00 - $200.00)
0.9% of assets under management (Range: 0.79% - 1.00%)
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San Rafael Financial Advisors Cost Data


Professionals in the San Rafael area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
94903, San Rafael, California - August 18, 2015

Financial Planning

$150.00 to $200.00 fee only - hourly rate
Divorce cases are more complex than are financial planning cases. I tend to charge more for divorce related financial analysis.

Reported by:
Kathleen Nemetz, McClurg Capital Corporation
94903, San Rafael, California - August 18, 2015

Financial Advisors - Stocks & Bonds

0.79 to 1.00 percent of assets under management
Very few of my clients opt for a commissions only model of compensation. They want my ongoing advice. My fees on assets under management pay for ongoing advice and annual rebalancing reviews. We also undertake financial planning discussions as needed.

Reported by:
Kathleen Nemetz, McClurg Capital Corporation
94903, San Rafael, California - August 18, 2015

Business 401K & SEP Plans

0.70 to 1.00 percent of assets under management
I am compensated on an ongoing basis rather than for plan setup. I prefer to focus on building the relationship initially and in being compensated over time as my client thrives.

Reported by:
Kathleen Nemetz, McClurg Capital Corporation
94903, San Rafael, California - August 18, 2015

401-k Rollover Assistance

$150.00 to $200.00 fee only (hourly rate)
0.79 to 1.00 percent of assets under management
Clients opting in for fee based services pay for advice but choose to manage their own investments. Fee based services can be used for financial planning and for divorce transition analysis. Investments only clients pay a management fee if they wish my ongoing advice and help with their trades and rebalancing among asset categories. The rebalancing can help realign investments to a preagreed standard for balancing risk and reward.

Reported by:
Kathleen Nemetz, McClurg Capital Corporation
 
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San Rafael Financial Advisors


McClurg Capital Corporation
940 Northgate Drive #301, San Rafael, CA
415.472.1445 |
ASM Global Ventures LLC
Kuala Lumpur, Staten Island, NY
+60192391129
Business Resource Institure
82 Sugar Loaf Drive, Belvedere Tiburon, CA
415-435-7051 |
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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 > California > San Rafael Financial Advisors Costs & Prices

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