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Financial Advisors

BERKELEY CAPITAL PARTNERS, LLC

Financial Advisor serving Milton, Georgia · 1 of 5 financial advisors in the area

📍 3000 HERITAGE WALK, MILTON, GA 30004
📞 (678) 690-••••
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📍 3000 HERITAGE WALK, MILTON, GA 30004

About BERKELEY CAPITAL PARTNERS, LLC

BERKELEY CAPITAL PARTNERS, LLC is a financial advisor located in Milton, Georgia. As a local financial advisor, they serve Milton and surrounding communities in Georgia. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

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

💰 What Financial Advisors Cost in Milton

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$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. Prices in Milton may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Milton

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 Milton?
Financial Advisors in Milton 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 Milton?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 5 financial advisors in Milton to choose from.
Does BERKELEY CAPITAL PARTNERS, LLC offer free quotes?
Contact BERKELEY CAPITAL PARTNERS, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

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BLUECHIP WEALTH ADVISORS LLC

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PGI WEALTH MANAGEMENT

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DIRECT INVESTMENT ADVISOR LLC

1076 BREAM DRIVE