Las Olas Capital Advisors offers wealth management services (including third-party managers), proprietary private fund offerings, financial planning, corporate advising, and investment banking advice. Financial planning covers goal setting, cash flow, investments, retirement, taxes, estate, insurance, and education funding. Corporate advising relates to specific investment opportunities. Investment banking advice assists with capital raising and mergers and acquisitions.
Assets Under Management$390M
Clients41
Advisors2
Avg. per Client$9.4M
Avg. per Advisor$190M
Fee Structure
- Financial planning services range from $4,000 to $12,000 depending on complexity.
- Hourly fees start at $350 per hour, billed in 15-minute increments.
One-Time Plan:$4,000 - $12,000
Hourly Rate:$350/hr
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