Use our free financial advisor matching tool to get connected with advisors who serve your area: SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. $2k - $30k. Pre-qualified offers are not binding. What it means: A CLU is a financial professional with a specialization in life insurance. 476 salaries reported. In general, the firm has a $50,000 minimum investment for new clients, though this requirement can be waived. If you dont mind meeting with your advisor virtually, you'll often save money with an online service. Annual Percentage Yield (APY) is accurate as of 02/24/2023. Some are more appropriate and relevant than others, depending on your particular needs. Services available through the firm's various individual-centric programs include wealth planning, investment management, retirement planning and advice, risk management, tax review, estate planning, charitable gift planning, cash flow planning and more. But if staying within your budget comes first, and if youre just starting to build an investment account, it often makes sense to go with a low-fee robo-advisor. 2023 Forbes Media LLC. Its articles, interactive tools and other content are provided to you for free, as self-help tools and for informational purposes only. The firm hastens of thousands ofindividual clients, with about two-thirds of them having less than a high net worth. "I think some firms would pay a higher percentage if you were, say, a $5 million producer," On Wall Street senior editor Andrew Welsch told IBD. We adhere to strict guidelines for editorial integrity. 3. The firm's leadership team is headed by chairman and CEO Doug Hammond and president and chief operating officer (COO) Mike Goldman. CAPTRUST, the firm with the highest AUM on our list, is a fee-based financial advisor based out of Raleigh, North Carolina. This variationis reflected in the firm's minimum annual fee requirements, as these differ wildly from $800 all the way up to $75,000. What does CPA stand for? Trouble is, not all of these certifications are created equal. Trouble is, not all of these certifications are created equal. Base Salary. Email:

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