Top financial advisors in Coralville, IA
We’ve curated a list of the best financial advisors in Coralville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$178,549,000
Number of advisors
2 advisors
| $178,549,000 | 2 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 Coralville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coralville. 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.
Wealth Advisors Group, LLC
Wealth Advisors Group, LLC is a fee-based investment management firm founded in 2017 by Jason Dumont, who is the 100% owner and Chief Compliance Officer. The firm offers asset management services to individuals and high net worth individuals, with discretionary and non-discretionary options available. Clients can authorize Wealth Advisors Group to execute transactions on their behalf or approve each transaction individually. The firm does not sell annuities or insurance products but may offer insurance services through Managing Members as sole proprietors. Wealth Advisors Group charges an annual investment advisory fee based on a tiered schedule depending on the total assets under management. Clients are billed quarterly in arrears based on the assets managed. The firm does not require a minimum account size to open an account. Investment strategies are tailored to individual client goals, time horizons, objectives, and risk tolerance. Wealth Advisors Group uses technical and charting analysis for security analysis and emphasizes the importance of considering risks such as market, interest rate, inflation, currency, and liquidity risks. The firm does not engage in performance-based fees and does not have a proprietary trading account. Wealth Advisors Group's Chief Compliance Officer reviews all trades of affiliated persons quarterly to ensure compliance. The firm does not vote proxies on securities, and clients are expected to vote their proxies directly. Wealth Advisors Group has no financial conditions impairing its ability to meet commitments to clients and has not had any bankruptcy petitions in the past ten years.
$178,549,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Coralville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Coralville. 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.