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Find Retirement Advisors for Retirement Planning in Stevens Point, Wisconsin
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Top 2 Retirement Planning firms in Stevens Point, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | SENTRY INVESTMENT MANAGEMENT, L.L.C. 1800 North Point Drive, Stevens Point, WI, 54481 | $1,325,529,165 | 2 | 10 | A Percentage of AUM |
| 2 | EVEXIA WEALTH, LLC 1265 Main Street, Suite 105 Stevens Point, WI, 54481 | $192,332,373 | 1000 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Stevens Point, Wisconsin
QualificationsFirm CRD# 105176
Assets Under Management $1,325,529,165
No. Of Clients2
Clients Per Financial Advisor0
SENTRY INVESTMENT MANAGEMENT, L.L.C. is a financial advisory firm situated in Stevens Point, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 10 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 pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 323788
Assets Under Management $192,332,373
No. Of Clients1000
Clients Per Financial Advisor53
EVEXIA WEALTH, LLC is a financial advisory firm situated in Stevens Point, Wisconsin. With a nearly $192M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1000 clients. The team consists of 19 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
- Portfolio Management for Individuals
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