Top financial advisors in Lansdale, PA
We’ve curated a list of the best financial advisors in Lansdale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$190,864,571
Number of advisors
7 advisors
| $190,864,571 | 7 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 Lansdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lansdale. 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.
Prepared Retirement Institute LLC
Prepared Retirement Institute LLC is a registered investment adviser based in Lansdale, Pennsylvania, providing investment advisory services since 2020. The firm offers discretionary portfolio management services tailored to clients' needs and investment objectives. Clients granting discretionary authority allow the firm to manage their accounts without prior approval for each transaction. The firm may invest assets in model portfolios developed by an unaffiliated investment manager and utilize a platform from Capital Bank & Trust/American Funds Service Company for certain accounts. Financial planning services are also offered, involving various advisory services based on clients' financial circumstances and objectives. The firm charges an annual fee based on a percentage of assets under management, with a minimum initial investment of $100,000. Financial planning services are charged at an hourly rate of $400, with fees negotiable based on complexity. The firm does not participate in performance-based fees or side-by-side management. Clients include individuals, high net worth individuals, corporations, and businesses, with a minimum account size of $100,000. The firm does not vote proxies on behalf of clients and does not participate in wrap fee programs. Clients' assets are held with Charles Schwab & Co., Inc., and the firm may use Pontera for accounts not directly held with the custodian. Prepared Retirement Institute LLC does not have any reportable disciplinary information and does not participate in client referrals for compensation.
$190,864,571 under management
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio 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 Lansdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lansdale. 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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