BARRETT UPTON CAPITAL PARTNERS

Name: BARRETT UPTON CAPITAL PARTNERS
Address: 100 SOUTH SAUNDERS ROAD, LAKE FOREST, IL 60045, lake forest, CA, US
Telephone: (847) 752-0292
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Lake Forest, California · 1 of 4 financial advisors in the area

📍 100 SOUTH SAUNDERS ROAD, LAKE FOREST, IL 60045, Lake Forest, California

📞 (847) 752-••••

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📍 100 SOUTH SAUNDERS ROAD, LAKE FOREST, IL 60045, Lake Forest, California

About BARRETT UPTON CAPITAL PARTNERS

BARRETT UPTON CAPITAL PARTNERS is a financial advisor located in Lake Forest, California. As a local financial advisor, they serve Lake Forest and surrounding communities in California. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lake Forest should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the California securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lake Forest

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lake Forest may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lake Forest

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lake Forest?

Financial Advisors in Lake Forest typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Lake Forest?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Lake Forest to choose from.

Does BARRETT UPTON CAPITAL PARTNERS offer free quotes?

Contact BARRETT UPTON CAPITAL PARTNERS directly to ask about free estimates. You can also request a quote through ProHorizon.

BARRETT UPTON CAPITAL PARTNERS

About BARRETT UPTON CAPITAL PARTNERS

💰 What Financial Advisors Cost in Lake Forest

Get a Free Quote from BARRETT UPTON CAPITAL PARTNERS

✅ Tips for Hiring Financial Advisors in Lake Forest

Frequently Asked Questions

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