YOUR FINANCIAL PHARMACIST PLANNING
New Albany, Ohio
Your Financial Pharmacist Planning, a local investment advisory firm headquartered in New Albany, OH, specializes in providing comprehensive financial planning services. With a dedicated team of 14 professionals, including six experienced investment advisors, they are committed to helping their clients achieve their financial goals. Boasting an impressive average of $2,780,000 in assets under management per investment advisor, Your Financial Pharmacist Planning offers a range of compensation structures to suit individual needs. Their services include a percentage of assets under management, hourly charges, and fixed fees, ensuri...
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Assets Under Mgmt

$16.65M

Investment Professionals

6

Locations

0

% 401K & Individual

92%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
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