Dennis Coral
Dennis Coral is a registered investment advisor at Coral Wealth Management, LLC, based in Miami, FL, with 23 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 176 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coral Wealth Management's annual fee for portfolio management ranges from 0.50% to 1.00% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration. There is a $900 minimum annual fee to open and maintain an advisory account, but this may be waived. For Health Savings Accounts, the annual fee is a flat $360, billed monthly at $30.
Location
20801 Biscayne Blvd., Suite 403, Miami, FL, 33180
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Regulatory History (1)
Regulatory
January 2017Other Business ActivitiesSells Insurance
Dennis is a licensed life insurance agent since 2003, assisting clients with their insurance decisions. This activity takes minimal time.
Employment History
Current Registrations
Coral Wealth Management, LLC
Previous Registrations
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
Ladenburg Capital Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.