Las Olas Capital Wealth is an investment advisory firm based in Fort Lauderdale, Florida. The firm offers comprehensive wealth management services, which include discretionary and non-discretionary portfolio management, financial planning, corporate advising, and investment banking advice. Las Olas Capital Wealth tailors its investment strategies to each client's specific financial situation, goals, and risk tolerance, utilizing mutual funds, exchange-traded funds, individual securities, and alternative investments such as private funds. The firm serves individuals, high-net-worth individuals, trusts, estates, and business entities.
Fee Structure
Las Olas Capital Wealth charges for investment management based on the services provided, the size of your portfolio, and the complexity of your situation. Fees can be structured as a percentage of your portfolio or as flat annual retainers, typically billed quarterly in advance. Specific fee schedules and account minimums are detailed in each client's written agreement.