INVESTMENT MANAGEMENT TRUST, LLC

Name: INVESTMENT MANAGEMENT TRUST, LLC
Address: 14 OLIVER ST, FITCHBURG, MA 01420, fitchburg, WI, US
Telephone: (978) 343-3344
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Fitchburg, Wisconsin

📍 14 OLIVER ST, FITCHBURG, MA 01420, Fitchburg, Wisconsin

📞 (978) 343-••••

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📍 14 OLIVER ST, FITCHBURG, MA 01420, Fitchburg, Wisconsin

About INVESTMENT MANAGEMENT TRUST, LLC

INVESTMENT MANAGEMENT TRUST, LLC is a financial advisor located in Fitchburg, Wisconsin. As a local financial advisor, they serve Fitchburg and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

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

💰 What Financial Advisors Cost in Fitchburg

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

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✅ Tips for Hiring Financial Advisors in Fitchburg

✓ 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 Fitchburg?

Financial Advisors in Fitchburg 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 Fitchburg?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Fitchburg to choose from.

Does INVESTMENT MANAGEMENT TRUST, LLC offer free quotes?

Contact INVESTMENT MANAGEMENT TRUST, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Fitchburg

Northstar Resource Group

2945, Triverton Pike Road, Fitchburg, WI, 53711