List of Financial Advisors in Fort Lauderdale, FL

List of Financial Advisors in Fort Lauderdale, FL

Palisades Hudson Asset Management, LP is a fee-only firm with 16 advisors. The firm’s team holds multiple professional certifications: 10 certified financial planners (CFPs), seven enrolled agents (EA), three certified public accountants (CPAs) and two certified value analysts (CVAs) on staff.

The firm doesn’t have a minimum account requirement, but it does charge a minimum annual fee of $4,750 for management services, which it may lower at its discretion.

Palisades Hudson Asset Management Background
The firm was founded in 1997 by Larry M. Elkin, who continues to be the principal owner of the firm through a living trust.

The firm manages assets primarily for individuals, high-net-worth individuals, pooled investment vehicles and corporations.

Global Wealth Management works primarily with individuals who do not have high net worth, but also serves high-net-worth individuals.

In addition to Fort Lauderdale, the fee-based practice has offices in Boca Raton, Boynton Beach, Coral Springs, Weston and Jupiter.

Global Wealth Management Background
Andrew Costa and Grant Conness are equal owners of Global Wealth Management, having founded the firm together in 2017. In addition to the two co-founders, there are four other advisors. They may be brokers and/or insurance agents, too. These non-advisor roles earn transaction-based fees, which can pose a conflict of interest. That said, as an SEC-registered firm, Global Wealth is legally required to put clients’ interests first.

Formed in 2005, fee-based financial advisor Socius Family Office manages assets for both high-net-worth and non-high-net-worth individuals. Socius Family Office has five advisors, including one certified financial planner (CFP), one chartered financial analyst (CFA) and one certified public accountant (CPA).

The firm earns its fees from the services it provides to you. However, some of its employees may be affiliated with broker-dealers. Through this arrangement, they may earn commissions by selling specific investment products in their individual capacity. This is a conflict of interest but the advisors must always act in the best interest of the client.

The advisory focuses on family office services. It also provides investment management, pension consulting financial planning and recommendations of other advisors. In addition to Fort Lauderdale, Socius has an office in Sewickley, Pennsylvania.

Socius Family Office Background
Robert Konrad is co-founder and primary owner of Socius. Now, he serves as the non-executive chairman. He’s the CEO of Alterna Financial LLC, a private investment management firm that owns at least 25% of Socius Family Office.

Mark Baniewicz is the CEO, president, co-founder and minority owner of the firm. He has an MBA from University of North Florida and is a CFP (and a former NFL player).

This fee-based advisory firm generally requires a $1 million balance for investment advisory services. As a result, the majority of its clients are high-net-worth individuals, but it also serves non-high-net worth individual clients. Las Olas Capital Advisors also works with pooled investment vehicles and corporations.

The firm earns its fees from the services it provides to you. However, some of its employees may be affiliated with broker-dealers. Through this arrangement, they may earn commissions by selling specific investment products in their individual capacity. This is a conflict of interest but the advisors must always act in the best interest of the client.

Las Olas Capital Advisors Background
Las Olas Capital Advisors was established in 2015. It’s owned by Doris Investments, LLC, and are indirectly owned by Jodi Jeffreys Tanner and Paul Corkin Tanner.

The firm offers portfolio management services through its wrap fee program. It also provides non-transactional consulting services, investment banking advice and advisory services to private funds.

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