Advisor 123 provides financial consulting services and investment management signals to other registered investment advisors. The firm evaluates clients' financial situations and develops plans presented through other advisory firms, and offers a monthly signal subscription service. Advisor 123 focuses its investment advice on mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and treasury inflation-protected bonds. Advisor 123 does not manage client assets directly, take custody of funds, or have trading authority over accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Hourly consulting — $20 to $100 per hour for financial planning and consulting services
- Monthly signal subscription — $1,750 per month for standard investment management signals
- Customized signals — $2,250 per month or a percentage of the value of your portfolio ranging from 0% to 0.25%
Hourly Rate:$20 - $100/hr
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