Fee-OnlyFinder

Advisers in South Miami, FL

3 advisers in South Miami — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bridge Generations Wealth Management5966 South Dixie Highway, Suite 300 · South Miami, FL 33143 · (305) 666-9411 · Financial planningCRD 331683 · % of assets, Hourly charges · $259.8 million AUMSEC registeredNo commissions reportedFairholme Capital Management, L.L.C.5966 South Dixie Highway, Suite 300 · South Miami, FL 33143 · (305) 358-3000 · % of assets managedCRD 107987 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedFirestone Capital Management INC7301 Sw 57th CT, Unit 450 · South Miami, FL 33143 · (305) 669-2119 · Financial planningCRD 106366 · % of assets, Hourly charges, Fixed fees · $806.2 million AUMSEC registeredNo commissions reported
Talking to advisers in South Miami? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.