Florida Atlantic Securities CORP.

Fee-Only (% of Portfolio)

Florida Atlantic Securities Corp. is a registered investment advisor and broker-dealer that offers discretionary investment management services to high-net-worth individuals, individuals, trusts, charitable organizations, and businesses. Florida Atlantic Securities Corp. builds customized portfolios using a mix of fixed income, equities, exchange-traded funds, options, and alternative investments based on each client's specific goals, risk tolerance, and time horizon. In addition to direct portfolio management, Florida Atlantic Securities Corp. can introduce clients to outside asset managers and private investment opportunities, monitoring their performance and coordinating advisory arrangements. The firm also manages a private fund, Maman Partners Series I, LLC, focusing on hospitality investments. Florida Atlantic Securities Corp. emphasizes tailored investment strategies and ongoing portfolio reviews while helping clients navigate various asset classes and market conditions.

Assets Under Management$590M
Clients50
Advisors4
Avg. per Client$12M
Avg. per Advisor$150M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range between 0.25% and 2.00% annually based on the assets managed and the agreement. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm