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Waterloo Financial Advisors Costs & Prices - ProMatcher Cost Report

Waterloo Financial Advisors Costs & Prices

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

Average Financial Advisors Cost in Waterloo


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

Cost of Financial Advisors - Asset Management in Waterloo, Iowa

1.08% of assets under management (Range: 0.90% - 1.25%)
3.25% of investments purchased (Range: 1.00% - 5.50%)
Free Estimates from Local Pros

Cost of Education Planning & 529 Plans in Waterloo, Iowa

1.08% of assets under management (Range: 0.90% - 1.25%)
3% of investment purchased (Range: 1.00% - 5.00%)
Free Estimates from Local Pros

Cost of 401-k Rollover Assistance in Waterloo, Iowa

1.08% of assets under management (Range: 0.90% - 1.25%)
3.25% of investments purchased (Range: 1.00% - 5.50%)
Free Estimates from Local Pros
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Waterloo Financial Advisors Cost Data


Professionals in the Waterloo area have provided information about how much financial advisors cost(s). Here are some of the individual reports:
50701, Waterloo, Iowa - September 30, 2014

Financial Advisors - Asset Management

1.00 to 5.50 percent of investments purchased
0.90 to 1.25 percent of assets under management
No Fees for plannning or appointments.

Reported by:
Randall Milby, Wells Fargo Advisors, LLC
50701, Waterloo, Iowa - September 30, 2014

Education Planning & 529 Plans

1.00 to 5.00 percent of investment purchased
0.90 to 1.25 percent of assets under management
Fees depends on the product chosen as an investment vehicle.

Reported by:
Randall Milby, Wells Fargo Advisors, LLC
50701, Waterloo, Iowa - September 30, 2014

401-k Rollover Assistance

1.00 to 5.50 percent of investments purchased
0.90 to 1.25 percent of assets under management
Commisions are determined based upon the product that each individual in invested in. There are many ways to determine fees.

Reported by:
Randall Milby, Wells Fargo Advisors, LLC
 
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Waterloo Financial Advisors


Wells Fargo Advisors, LLC
3806 Pheasant lane, Waterloo, IA
319-234-4643 |
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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 > Iowa > Waterloo Financial Advisors Costs & Prices

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