Fee-OnlyFinder

% of assets managed in Miami Beach, FL

11 advisers in Miami Beach offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 11

Allegiant Financial Advisors, LLC1000 5th Street, Suite 200 · Miami Beach, FL 33139 · Financial planningCRD 141047 · % of assets, Hourly charges, Fixed fees · $9.4 million AUMState registeredNo commissions reportedDhody Investment Group2340 Collins Avenue, Suite 604 · Miami Beach, FL 33139 · (305) 433-4250 · Financial planningCRD 318610 · % of assets, Fixed fees · $341.4 million AUMSEC registeredNo commissions reportedExpat Financial Solutions1680 Michigan Ave., Suite 700 · Miami Beach, FL 33139 · (305) 777-2240 · Financial planningCRD 170747 · % of assets, Hourly charges, Fixed fees · $12.0 million AUMState registeredNo commissions reportedFierce Financial Group LLC1680 Michigan Avenue, Suite 1000 · Miami Beach, FL 33139 · (305) 799-8555 · % of assets managedCRD 299467 · % of assets · $40.0 million AUMState registeredNo commissions reportedGlassbead Capital Management LLC407 Lincoln Road, Suite 11l · Miami Beach, FL 33139 · (917) 251-4419 · Flat / fixed feesCRD 298816 · % of assets, Fixed fees, Performance-based fees · $138.0 million AUMSEC registeredNo commissions reportedManna Wealth Management429 Lenox Ave, Suite 527 · Miami Beach, FL 33139 · (305) 306-7107 · Financial planningCRD 332313 · % of assets · $146.1 million AUMSEC registeredNo commissions reportedOsprey Capital Management Corp.800 South Pointe Drive, Suite 2001 · Miami Beach, FL 33139 · (305) 608-0807 · % of assets managedCRD 172524 · % of assets, Performance-based fees · $197.2 million AUMSEC registeredNo commissions reportedRose Capital Advisors, LLC119 Washington Avenue, Suite 400 · Miami Beach, FL 33139 · (305) 534-7673 · Financial planningCRD 173054 · % of assets, Hourly charges, Fixed fees · $608.3 million AUMSEC registeredNo commissions reportedThird Eye Capital Management, LLC300 South Pointe Drive, #1402 · Miami Beach, FL 33139 · (732) 447-3019 · % of assets managedCRD 287819 · % of assets · $291.3 million AUMSEC registeredNo commissions reportedThomas J. Herzfeld Advisors, INC.119 Washington Avenue, Suite 405 · Miami Beach, FL 33139 · (305) 777-1660 · % of assets managedCRD 108369 · % of assets, Performance-based fees, Other · $890.4 million AUMSEC registeredNo commissions reportedVesta Wealth Management, LLC1688 Meridian Avenue, 7th Floor, Suite 700 · Miami Beach, FL 33139 · (786) 579-2519 · Financial planningCRD 167498 · % of assets · $333.3 million AUMSEC registeredNo commissions reported