Fee-OnlyFinder

% of assets managed in Lakewood Ranch, FL

4 advisers in Lakewood Ranch offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Base Wealth Management7301 Merchant Court, Suite a · Lakewood Ranch, FL 34240 · (941) 203-6040 · Financial planningCRD 321991 · % of assets, Hourly charges, Fixed fees · $326.3 million AUMSEC registeredNo commissions reportedOak Brook Advisors, LLC8470 Enterprise Circle · Lakewood Ranch, FL 34202 · (704) 376-6161 · Financial planningCRD 118151 · % of assets, Hourly charges · $17.0 million AUMState registeredNo commissions reportedPope Wealth Management9040 Town Center Parkway · Lakewood Ranch, FL 34202 · (941) 800-5955 · Financial planningCRD 310296 · % of assets · $76.7 million AUMState registeredNo commissions reportedTraver Financial Consulting Network PA9040 Town Center Parkway · Lakewood Ranch, FL 34202 · (917) 576-0308 · Financial planningCRD 139459 · % of assets · $121.7 million AUMSEC registeredNo commissions reported