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Financial Advisors

INSTITUTIONAL SHAREHOLDER SERVICES INC.

Financial Advisor serving Rockville, Maryland · 1 of 22 financial advisors in the area

📍 702 KING FARM BLVD., ROCKVILLE, MD 20850
📞 (301) 556-••••
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📍 702 KING FARM BLVD., ROCKVILLE, MD 20850

About INSTITUTIONAL SHAREHOLDER SERVICES INC.

INSTITUTIONAL SHAREHOLDER SERVICES INC. is a financial advisor located in Rockville, Maryland. As a local financial advisor, they serve Rockville and surrounding communities in Maryland. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

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

💰 What Financial Advisors Cost in Rockville

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 Rockville may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Rockville

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 Rockville?
Financial Advisors in Rockville 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 Rockville?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 22 financial advisors in Rockville to choose from.
Does INSTITUTIONAL SHAREHOLDER SERVICES INC. offer free quotes?
Contact INSTITUTIONAL SHAREHOLDER SERVICES INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

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FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

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SOL CAPITAL MANAGEMENT CO

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