Fairfield County, OH Financial Advisors and Resources



Financial Advisor Firms in Fairfield County, OH


MODERN PORTFOLIO MANAGEMENT INC

Website

(740) 654-7635

3560 Wheeling Rd.

Lancaster, OH 43130

SEC#: 801-50488
Years in Business: 25 years


How Retirement-Friendly is Fairfield County, OH?

  • Population: 154,457
  • % of Population 62 Years and Over: 19%
  • Average Home Value: $190,900
  • Average Monthly Housing Cost: $1,016
  • Average Household Income: $85,202
  • Ohio Total Tax Burden: 8.96% (16th Highest in U.S.)
  • Ohio Property Tax: 2.78% (25th Lowest in U.S.)
  • Ohio Individual Income Tax: 2.54% (17th Highest in U.S.)
  • Ohio Sales and Excise Tax: 3.64% (18th Highest in U.S.)


Fairfield County, OH Financial Advisor FAQs

It's best to get quotes from a number of different financial advisors in order to get a better idea of who might be the best choice for you. However, initial fees of 1% annually of the assets being managed is fairly standard.
What services do you offer and what are your particular areas of expertise? How do you charge clients?
The majority of financial advisors are commission-based. They get their earnings from the products that they sell to their clients.
Yes. A financial advisor can help you establish a stable and well-planned path for your finances. It's important to plan ahead to make sure that you have enough money in case of emergencies, as well as to fund other things, such as retirement or a child saving for college.