Dania Beach, FL Financial Advisors and Resources



Financial Advisor Firms in Dania Beach, FL


WM PARTNERS, LP

Website

(754) 260-6500

1815 Griffin Road, Suite 404

Dania Beach, FL 33004

SEC#: 801-100337
Years in Business: 6 years


How Retirement-Friendly is Dania Beach, FL?

  • Population: 32,008
  • % of Population 62 Years and Over: 20.1%
  • Average Home Value: $227,000
  • Average Monthly Housing Cost: $1,219
  • Average Household Income: $67,271
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Dania Beach, FL Financial Advisor FAQs

Some financial advisors charge a flat fee for their services, some have a retainer that is paid every month or quarter, and others have an hourly rate. Other advisors work on something called a commission, which means they receive a percentage of the value of the investment they helped you purchase.
You should ask how they charge, what type of financial products they offer, and when you should seek help from a professional.
Financial advisors generally assist their clients with the basics of sound financial planning. This includes goal-setting and budgeting, as well as planning for unexpected expenses or life changes, such as a job loss or divorce.
Getting paid as a financial advisor is not always straightforward. Different types of compensation can be grouped into three categories; fees, commissions and salary. From time to time, you may also get bonuses or reimbursements for expenses incurred on projects like buying investment products.