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Bates Financial Advisors, Inc.
Rockford, Illinois
5.0
2 Reviews
Bates Financial Advisors, Inc. is a reputable investment advisory firm headquartered in Rockford, IL. With over 630 individual clients and more than $550,507,000 in assets under management, Bates Financial Advisors has established itself as a trusted partner in the financial industry. They operate from two offices, serving a diverse range of clients in the local community.
With a strong focus on employer 401K plans and individual investment strategies, Bates Financial Advisors boasts extensive experience in this specialized area. Approximately 50% of their assets under management are derived from these sources, reflecting their e...see more
Assets Under Mgmt
$550.51M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Bates Financial Advisors, Inc.
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