Florida Atlantic Securities CORP.

Fee-Only (% of Portfolio)

Florida Atlantic Securities Corp. (FASC) offers investment advisory services, including assisting clients in selecting third-party asset managers and providing discretionary investment management through separately managed accounts. FASC tailors its investment management services to individual client needs, allowing for reasonable restrictions. FASC also acts as a broker-dealer and may receive commissions from the sale of investment products.

Assets Under Management$100M
Clients42
Advisors4
Avg. per Client$2.4M
Avg. per Advisor$25M

Fee Structure

Investment management only (planning not offered)

Florida Atlantic Securities Corp. (FASC) offers discretionary investment management services where they manage your investments for you. The annual management fee is a percentage of the value of your account, calculated at the end of each quarter. The exact fee is negotiable. You can end the service at any time with written notice, and you'll only be charged for the services you've already received. FASC may also receive commissions as a broker-dealer, but may reduce advisory fees to offset commissions.

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Location

4 Advisors at this firm