$18.83 billion in assets managed at the end of 2018: That’s the total for the top five fee and commission financial planners in this year’s list.
For the top 25 firms on the list, the total is $29.9 billion.
Also called “fee based,” these financial planners are compensated through a combination of fees and commissions on financial products. Some firms may offer services to individuals on a fee-only basis and other forms of planning to corporate clients.
You can check out the five largest…
from Fort Lauderdale Real Estate News & Residential Real Estate News – Residential Real Estate News Headlines | Bizjournals.com & Banking & Financial News – Banking & Financial News Headlines | Bizjournals.com http://feeds.bizjournals.com/~r/industry_2/~3/-mocdsj8MH8/top-of-the-list-regions-largest-financial-planners.html
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Alfred Serrano 