Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 7124 Stone Dr., Ste-B Daphne, AL, 36526 | $270,794,346 | 311 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 29000 Us Hwy 98, The Summit, Suite 203-B Daphne, AL, 36526 | $157,579,779 | 709 | 11 | A percentage of AUM |
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.
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.
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