GENEVA PARTNERS, LLC

Name: GENEVA PARTNERS, LLC
Address: 820 GENEVA PARKWAY NORTH, LAKE GENEVA, WI 53147, lake geneva, WI, US
Telephone: (262) 248-1350
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Lake Geneva, Wisconsin · 1 of 2 financial advisors in the area

📍 820 GENEVA PARKWAY NORTH, LAKE GENEVA, WI 53147

📞 (262) 248-••••

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📍 820 GENEVA PARKWAY NORTH, LAKE GENEVA, WI 53147

About GENEVA PARTNERS, LLC

GENEVA PARTNERS, LLC is a financial advisor located in Lake Geneva, Wisconsin. As a local financial advisor, they serve Lake Geneva and surrounding communities in Wisconsin. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lake Geneva 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 Lake Geneva

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

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✅ Tips for Hiring Financial Advisors in Lake Geneva

✓ 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 Geneva?

Financial Advisors in Lake Geneva 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 Geneva?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Lake Geneva to choose from.

Does GENEVA PARTNERS, LLC offer free quotes?

Contact GENEVA PARTNERS, LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lake Geneva

FORM WEALTH ADVISORS, LLC

431 GENEVA NATIONAL AVE S, LAKE GENEVA, WI 53147