Llyod Devaux is a registered investment advisor at Sunstate Wealth Management LLC, based in Coral Gables, FL. Llyod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 7 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunstate Wealth Management offers several investment management options:
- Asset Management: The maximum annual fee is 2.00% of the account value, billed quarterly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of the account value, billed quarterly in advance.
- Wrap Fee Program: Clients pay a single, asset-based fee that covers advisory, custody, and most transaction costs. The maximum annual wrap fee will not exceed 2.00% of account value, billed quarterly in advance.
Location
2901 S Lejeune Road, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sunstate Wealth Management LLC
State Registrations1 state
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