Abraham Arce is a registered investment advisor at Fiori Financial Group, based in Fort Lauderdale, FL, with 7 years of industry experience. Abraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiori Financial Group offers a wrap fee program where you pay a single annual fee that covers investment management, custodial services, and trading costs. The fee is a percentage of your portfolio's value.
Here's the fee schedule for clients acquired on or after March 1, 2025:
-
Equity/Balanced Portfolio:
- Up to $1 Million: 1.65%
- $1 Million up to $3.5 Million: 1.50%
- $3.5 Million up to $7.5 Million: 1.35%
- $7.5 Million up to $10 Million: 1.15%
- $10 Million up to $20 Million: 0.95%
- $20 Million up to $30 Million: 0.90%
- Over $30 Million: 0.75%
-
Held-Away Retirement Plan Assets:
- Up to $500,000: 0.80%
- $500,000 up to $1 Million: 0.75%
- Over $1 Million: 0.70%
Fees are billed quarterly in advance. If you signed an agreement before March 1, 2025, your fees are listed in your advisory agreement. For accounts held at Schwab, you will pay fees and commissions directly for alternatives and bond transactions, in addition to the advisory fee. However, the wrap program fee includes fees and commissions applicable to alternatives and bond positions held at Goldman Sachs.
Location
205 South East 20th St, Fort Lauderdale, FL, 33316
Get directionsHistory
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 →Other Business Activities
Abraham is an Investment Adviser Representative and Chief Compliance Officer at FFG Partners, LLC, dedicating full-time hours to this role. He also owns/manages ABA Capital, LLC (a support company with ownership in FFG Partners, LLC, created for tax purposes, requiring minimal time) and is a part owner/authorized representative of AC Ice Slingers, LLC (ice vending machines, requiring a few hours per week).
Employment History
Current Registrations
Fiori Financial Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, 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.