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
| $581,313,721 | 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.
Methodology
To generate our top financial advisors list in Homewood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Homewood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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 ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers401k 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.
Methodology
To generate our top financial advisors list in Homewood, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Homewood. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.