Top financial advisors in Altamonte Springs, FL
We’ve curated a list of the best financial advisors in Altamonte Springs, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$108,661,201
Number of advisors
35 advisors
| $108,661,201 | 35 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 Altamonte Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Altamonte Springs. 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.
401k Generation
401K Generation, Inc. is a registered investment adviser established in June 2010, offering retirement plan consulting services and individual managed accounts. The firm provides tailored retirement plan consulting services to plan sponsors and offers individual managed account and investment advisory services to individuals, businesses, and trust account clients. Clients have the option to restrict the range of investments in their portfolios. The firm manages approximately $50.6 million in non-discretionary client assets and $122.2 million in discretionary client assets. Additionally, they provide 3(21) pension consulting services to around 3939 plans with approximately $663.7 million in plan assets. Investment management can be provided on a discretionary or non-discretionary basis, with a focus on equities, fixed income, mutual funds, and ETFs. Fees for retirement and pension consulting services are negotiable and based on the market value of plan assets or a flat fee. Individual managed account fees are asset-based and disclosed in a written contract. The firm does not charge performance fees and serves various types of clients, including individuals, pensions, profit-sharing plans, trusts, and corporations. Clients receive periodic account reviews and reports directly from custodians. 401K Generation does not have custody of client funds and utilizes independent custodians to safeguard client assets.
$108,661,201 under management
35 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersErisa 3 (16) Services
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 Altamonte Springs, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Altamonte Springs. 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.
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