Advisor 123 LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Advisor 123 provides consulting services to other registered investment advisors by analyzing their client's financial situations and developing financial plans. They also offer investment management signals to other investment advisors on a subscription basis. Advisor 123 generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs (including ETFs in the gold and precious metal sectors) and treasury inflation protected/inflation linked bonds.

Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

  • The negotiated hourly fee for financial planning services is between $20 and $100.
Hourly Rate:$20 - $100/hr
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Location

5 Advisors at this firm

Advisor 123 LLC | TrueAdvisor