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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range between 0.25% and 2.00% annually based on the assets managed and the agreement. Fees are negotiable.