Williams County, ND Financial Advisors and Resources



Financial Advisor Firms in Williams County, ND


CONCORDE ASSET MANAGEMENT, LLC

Website

(701) 774-0000

125 Main Street
Suite 250
Williston, ND 58801

SEC#: 801-74519
Years in Business: 9 years


How Retirement-Friendly is Williams County, ND?

  • Population: 35,208
  • % of Population 62 Years and Over: 11.7%
  • Average Home Value: $261,100
  • Average Monthly Housing Cost: $965
  • Average Household Income: $112,921
  • North Dakota Total Tax Burden: 7.81% (13th Lowest in U.S.)
  • North Dakota Property Tax: 2.97% (20th Highest in U.S.)
  • North Dakota Individual Income Tax: 0.87% (10th Lowest in U.S.)
  • North Dakota Sales and Excise Tax: 3.97% (13th Highest in U.S.)


Williams County, ND Financial Advisor FAQs

It depends on the type of financial advisement you're looking for. Financial advisors typically cost anywhere from $100 to $400 per hour, and their charges vary depending on whether or not they charge a flat rate for services like portfolio protection and dispersing funds, or if they need to do an evaluation of your particular situation first.
Ask them what investment benchmarks they use in measuring an investment's performance. Try to see what his investment philosophies are while discussing this matter.
Some advisors are paid an annual salary by the company that employs them. This gives comfort to most investors because these advisors do not earn through commissions which could entail conflict of interest.
Getting counsel from an unbiased expert is best. They will put together a financial plan that distributes risk across various asset classes and depending on your goals, either recommend investments or point out ones you should avoid altogether.