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Find Retirement Advisors for Retirement Planning in Alabama, Daphne

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Top 2 Retirement Planning firms in Daphne, Alabama (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

7124 Stone Dr., Ste-B
Daphne, AL, 36526
$270,794,3463112
A percentage of AUM, Hourly charges, Fixed fees
2

29000 Us Hwy 98, The Summit, Suite 203-B
Daphne, AL, 36526
$157,579,77970911
A percentage of AUM

Information on Top Retirement Planning firms in Daphne, Alabama

QualificationsFirm CRD# 156623

Assets Under Management $270,794,346

No. Of Clients311

Clients Per Financial Advisor156

6TH STREET ADVISORS, LLC is a financial advisory firm situated in Daphne, Alabama. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 311 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 105582

Assets Under Management $157,579,779

No. Of Clients709

Clients Per Financial Advisor64

SOUTHERN CAPITAL SERVICES INC is a financial advisory firm situated in Daphne, Alabama. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 709 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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