Erik Herzfeld is a registered investment advisor at Thomas J. Herzfeld Advisors, INC., based in Miami, FL, with 17 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 294 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TJH's fees for separately managed accounts range from 0.50% to 1.50% of the value of your portfolio per year, depending on the specific investment strategy, the type of assets in the account, and the size of the account. These fees are generally billed quarterly. Fees may be negotiable and can vary based on client type, service levels, and other factors. TJH may also invest your assets in other investment funds, and you will bear your share of those funds' fees and expenses in addition to TJH's fees.
Location
10491 SW 97th Avenue, Miami, FL, 33176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Thomas J. Herzfeld Advisors, INC.
State Registrations2 states
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