RESEARCH & PORTFOLIO MANAGEMENT

Name: RESEARCH & PORTFOLIO MANAGEMENT
Address: 634 BUTTERMILK PIKE, crescent springs, OK, US
Telephone: (859) 578-2200
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Crescent Springs, Oklahoma

📍 634 BUTTERMILK PIKE, Crescent Springs, Oklahoma

📞 (859) 578-••••

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📍 634 BUTTERMILK PIKE, Crescent Springs, Oklahoma

About RESEARCH & PORTFOLIO MANAGEMENT

RESEARCH & PORTFOLIO MANAGEMENT is a financial advisor located in Crescent Springs, Oklahoma. As a local financial advisor, they serve Crescent Springs and surrounding communities in Oklahoma. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

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

💰 What Financial Advisors Cost in Crescent Springs

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 Crescent Springs may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Crescent Springs

✓ 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 Crescent Springs?

Financial Advisors in Crescent Springs 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 Crescent Springs?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 0 financial advisors in Crescent Springs to choose from.

Does RESEARCH & PORTFOLIO MANAGEMENT offer free quotes?

Contact RESEARCH & PORTFOLIO MANAGEMENT directly to ask about free estimates. You can also request a quote through ProHorizon.