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 |
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 East Moline, 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.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio 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.
Get matched with an advisorMethodology
To find the top financial advisors in East Moline, 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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