401 East Las Olas Boulevard, Suite 1400, Fort Lauderdale, FL 33301
(+1) 954 372 1072
We create personalized recommendations to help our clients make the most cost effective, tax efficient and informed decisions.
An investment advisor representative is an individual that advises clients on investment matters on a professional basis. Our advisors tend to fall into two distinct categories:
Depending on the nature of our relationship, an investment advisor representative typically charges fees calculated as a percentage of assets under management, on a monthly schedule in arrears.