Fee-OnlyFinder

% of assets managed in Coral Springs, FL

4 advisers in Coral Springs offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 4

Fr Financial Advisors LLC5521 University Drive, Suite 104 · Coral Springs, FL 33067 · (954) 755-0222 · Financial planningCRD 135980 · % of assets, Hourly charges, Fixed fees · $135.7 million AUMSEC registeredNo commissions reportedKris Lewicki & Associates, LLC7401 Wiles Road, Suite 323 · Coral Springs, FL 33067 · (954) 324-3550 · Financial planningCRD 156536 · % of assets, Hourly charges, Other · $95.8 million AUMState registeredNo commissions reportedPersonal Financial Profiles INC10100 W. Sample Road, Suite 300 · Coral Springs, FL 33065 · (954) 755-8647 · Financial planningCRD 109327 · % of assets, Hourly charges, Fixed fees · $335.3 million AUMSEC registeredNo commissions reportedProsperitus Wealth Advisors2855 N University Drive, Suite 110 · Coral Springs, FL 33065 · (954) 400-1470 · Financial planningCRD 306630 · % of assets, Hourly charges, Fixed fees · $69.4 million AUMState registeredNo commissions reported