Advisors near Albert Lea, Minnesota
Filters
Location
Minnesota
Showing 1 - 2 of 2 results
INTELLICENTS INVESTMENT SOLUTIONS INC
INTELLICENTS INVESTMENT SOLUTIONS INC
Albert Lea, Minnesota
Intellicents Investment Solutions Inc is a reputable regional investment advisory firm headquartered in Albert Lea, MN. With a team of 61 dedicated professionals, 34 of whom specialize in investment advisory services, the company boasts a wealth of expertise in the field. Their average assets under management per investment advisor stand at approximately $114,110,000, which aligns with the industry average. Integrity and client satisfaction are core principles for Intellicents Investment Solutions Inc, which is evident from their extensive client base of over 1,310 individuals. These clients entrust the firm with a substantial amount of assets under management, totaling over $5,067,782,000. Of these assets, 55% are managed on a discretionary basis, reflecting the firm's ability to make informed decisions on behalf of their clients. In terms of compensation, Intellicents Investment Solutions Inc offers a range of options, including a percentage of assets under management. This structure ensures that the firm's interests are aligned with their clients' financial goals. With 10 offices spread across the region, Intellicents Investment Solutions Inc is well-positioned to serve its clients' needs. The company takes pride in its team of highly experienced advisors, with individuals such as Paul Wick, Bradley Arends, and Jeffery Englin among the longest-tenured professionals at the firm. In addition to investment advisory services, Intellicents Investment Solutions Inc also serves as a registered representative of a broker-dealer, offering a comprehensive range of financial solutions to cater to the diverse needs of their clients.
ISC FINANCIAL ADVISORS
ISC FINANCIAL ADVISORS
Albert Lea, Minnesota
ISC Financial Advisors is a reputable investment advisory firm based in Albert Lea, MN, serving clients through its three well-established offices. With a dedicated team of 15 employees, including 9 experienced investment advisors, they provide comprehensive financial guidance to individuals and businesses. The firm manages an average of $111,400,000 in assets per investment advisor, aligning with industry standards. ISC Financial Advisors employs a versatile compensation structure, offering clients flexibility in their payment options. Their fee structure includes a percentage of assets under management and hourly charges, ensuring transparent and fair pricing. Although 401K and individual accounts make up less than 30% of their managed assets, the firm possesses the expertise to manage employer funds. An impressive 75% of the assets they manage are under their discretionary management, showcasing their proficiency in delivering tailored investment strategies. In addition to investment advisory services, ISC Financial Advisors also serves as an insurance broker or agent, further enhancing their capabilities to provide comprehensive financial solutions. With a diverse client base of over 950 individuals, they oversee a substantial $1,002,596,000 in assets under management, affirming their track record of success. The firm takes pride in its seasoned team of advisors, including notable individuals such as Jonathan Murray, Mark Smed, and Lawrence Gartner, who have demonstrated their commitment to client satisfaction over the years. ISC Financial Advisors' strong local presence, extensive experience, and dedication to personalized service make them a trusted partner in helping clients achieve their financial goals.