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Research & Portfolio Management
Crescent Springs, Kentucky
Research & Portfolio Management is a small investment advisory firm headquartered in Crescent Springs, KY, with a solid reputation for providing comprehensive financial services. With a team of four dedicated professionals, including three experienced investment advisors, the firm excels in managing clients' portfolios.
One remarkable aspect of Research & Portfolio Management is their impressive average assets under management per investment advisor, which stands at approximately $885,530,000. This figure far exceeds the industry average, demonstrating the firm's expertise in handling substantial portfolios.
The compensation s...see more
Assets Under Mgmt
$105.42M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Commissions
Services Provided Section
- Portfolio management for individuals and/or small businesses
Other Business Activities
- Insurance broker or agent
Reviews for Research & Portfolio Management
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