Larry Aft is a CFA-designated registered investment advisor at Aft, Forsyth & Sober, LLC, based in West Palm Beach, FL, with 20 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Fees are negotiable and may be adjusted based on several factors, including the complexity of the account, investment strategy, and long-term goals.
Fee Estimator
Location
777 S. Flagler Dr., Suite 805 East Tower, West Palm Beach, FL, 33401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Aft, Forsyth & Sober, LLC
Aft, Forsyth and Company, INC.
Previous Registrations
Harvey Capital Management INC
State Registrations1 state
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