Glen Carbon, IL Financial Advisors and Resources



Financial Advisor Firms in Glen Carbon, IL


CARSONALLARIA WEALTH MANAGEMENT, LTD.

Website

(618) 288-9505

2246 S. State Route 157
Suite 225
Glen Carbon, IL 62034

SEC#: 801-112867
Years in Business: 3 years

WEALTH MANAGEMENT LLC

Website

(618) 288-8989

1 Country Club Executive Park

Glen Carbon, IL 62034

SEC#: 801-65977
Years in Business: 15 years


How Retirement-Friendly is Glen Carbon, IL?

  • Population: 12,569
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $232,100
  • Average Monthly Housing Cost: $1,238
  • Average Household Income: $110,821
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)


Glen Carbon, IL Financial Advisor FAQs

It all depends how much experience you have with investing, your risk tolerance, and the complexity of your financial life.
Ask yourself what your short term, medium term, and long-term goals are. Do an internet search for top ranked advisors in the geographical area where you live and see what each person's credentials are. Interview potential advisors face to face if possible before selecting one to trust with your finances. Be wary of anyone that isn't willing to tell you what type of education they've received.
A financial advisor may vary in cost based on the services they offer as well as their location. Some financial advisors, such as those at a bank, typically charge a fee for each client they service rather than take a percentage of an individual's portfolio.
A financial advisor may be compensated in a variety of ways - not just by selling products. The most common method is an annual fee (called a commission or commission splitting), which may range from 1-5% of the money that they manage, up to our about $25,000 per year.