Top financial advisors in East Moline, IL
We’ve curated a list of the best financial advisors in East Moline, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$115,154,399
Number of advisors
4 advisors
| $115,154,399 | 4 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 East Moline, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Moline. 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.
Pr Wealth Management Group
PR Wealth Management Group, Inc. is a registered investment adviser established in 2015, with offices in East Moline, Illinois, and Nevada. The firm offers financial planning services covering various topics such as retirement, investment, insurance, and estate planning. Clients receive tailored written financial plans based on their goals and objectives. Additionally, the firm provides discretionary portfolio management services using sub-advisors to manage accounts based on individual investment objectives and risk tolerance. Clients grant discretionary authority for the sub-advisor to make investment decisions without prior approval. The firm primarily advises on mutual funds and ETFs, with a minimum account size requirement of $250,000, which may be waived at the firm's discretion. Fees for portfolio management services are tiered based on assets under management, ranging from 0.75% to 1.40%. Financial planning services are offered at an hourly fee of $275. The firm discloses potential conflicts of interest related to compensation from sub-advisors, insurance commissions, and referral fees. Clients' assets are held with a qualified custodian, and the firm does not vote on client securities' proxies. The firm emphasizes privacy protection and trade error resolution policies for client accounts.
$115,154,399 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 East Moline, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Moline. 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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