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 | 4076 Shelburne Road, Building A, Suite 7-C Shelburne, VT, 05482 | $523,512,825 | 486 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 2989 Shelburne Road, Shelburne, VT, 05482 | $229,248,760 | 898 | 3 | A percentage of AUM, Hourly charges |
QualificationsFirm CRD# 106749
Assets Under Management $523,512,825
No. Of Clients486
Clients Per Financial Advisor97
M. KRAUS & COMPANY is a financial advisory firm situated in Shelburne, Vermont. With a nearly $524M assets under management, the firm specializes in crafting personalized retirement planning solutions for 486 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312253
Assets Under Management $229,248,760
No. Of Clients898
Clients Per Financial Advisor299
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Shelburne, Vermont. With a nearly $229M assets under management, the firm specializes in crafting personalized retirement planning solutions for 898 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.