Top financial advisors in Homewood, AL
We've curated a list of the best financial advisors in Homewood, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $581,313,721 Number of advisors 11 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Homewood, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Park Place Capital Corporation
Park Place Capital Corporation is a registered investment adviser offering the Advisory Solutions Wrap Fee Program, providing portfolio management services, custodial services, and transaction/commission costs for a single fee. Clients can opt for discretionary or non-discretionary investment advice under this program. The Program fee is negotiable but will not exceed 1.35% of assets under management annually. Clients may also incur additional charges from third parties. The firm discloses potential conflicts of interest, including receiving fees for client referrals and compensation for financial services. Clients have the option to invest in the Monteagle Funds, for which the firm receives fees. The firm's investment strategies include fundamental and technical analysis, with a focus on risk-adjusted returns and style attribution. Clients are provided with quarterly account statements and have the ultimate responsibility for voting proxies. The firm's employees are subject to a Code of Business Conduct and Ethics to prevent conflicts of interest. The firm reviews accounts periodically and provides financial planning and consulting services to both institutional and retail clients. Additionally, the firm offers asset allocation, financial planning, and investment services through its divisions.
$581,313,721 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
401k Consulting And Education
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Homewood, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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