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CLIENT FIRST INVESTMENT MANAGEMENT LLC

Financial Advisor serving West Bend, Wisconsin · 1 of 3 financial advisors in the area

📍 215 N. MAIN STREET, WEST BEND, WI 53095
📞 (262) 335-••••
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📍 215 N. MAIN STREET, WEST BEND, WI 53095

About CLIENT FIRST INVESTMENT MANAGEMENT LLC

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

Financial professionals in West Bend 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 West Bend

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 West Bend may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in West Bend

✓ 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 West Bend?
Financial Advisors in West Bend 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 West Bend?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 3 financial advisors in West Bend to choose from.
Does CLIENT FIRST INVESTMENT MANAGEMENT LLC offer free quotes?
Contact CLIENT FIRST INVESTMENT MANAGEMENT LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in West Bend

CAPITAL WEALTH ADVISORS, LTD.

1755 W. PARADISE DR., WEST BEND, WI 53095

CWP PRIVATE WEALTH MANAGEMENT

1755 W. PARADISE DR., WEST BEND, WI 53095

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