Shelby, NC Financial Advisors and Resources

Financial Advisor Firms in Shelby, NC



(704) 482-2001

Nine East Marion Street

Shelby, NC 28150

SEC#: 801-119435
Years in Business: 1 years

How Retirement-Friendly is Shelby, NC?

  • Population: 20,007
  • % of Population 62 Years and Over: 23.7%
  • Average Home Value: $125,200
  • Average Monthly Housing Cost: $727
  • Average Household Income: $54,384
  • North Carolina Total Tax Burden: 8.07% (17th Lowest in U.S.)
  • North Carolina Property Tax: 2.15% (10th Lowest in U.S.)
  • North Carolina Individual Income Tax: 2.63% (15th Highest in U.S.)
  • North Carolina Sales and Excise Tax: 3.29% (24th Lowest in U.S.)

Shelby, NC Financial Advisor FAQs

Financial advisors are usually paid through asset management. That is, they're not involved in trading for their own gain, but are instead compensated based on the total value of assets under consideration. Some ways this compensation may take place are through commissions generated from buying and selling securities, or by generating revenue generated from interest earned on savings accounts created to safeguard client investments.
Meet with a lot of potential financial advisors and see who is like-minded and bringing out the best in you.
A financial advisor helps individuals navigate the unfamiliar waters of personal finance. They provide clients with customized, objective advice that takes into account their specific needs within each stage of their life.
Financial advisors typically charge an hourly rate, a flat per-project fee, or a percentage of assets. This can depend on factors such as whether they're working for you part time or in retirement, and the type and size of your portfolio.