Financial Advisor Com Inc. (Miami)

Financial Advisor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Advisor: assets under management

The assets under management (AUM) of Financial Advisor Com Inc. is $3.99 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.25 million in discretionary accounts and $1.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $36.25 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $75.9 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Advisor Com Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Miami

The principal office where Financial Advisor Com Inc. performs its advisory services is located at 1101 Brickell Avenue,, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-577-7775 or by fax 305-577-1737. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.thefinancialadvisors.net.

Registered investment advisers similar to Financial Advisor Com Inc.

• Saam Investments
• Guardian Capital Advisors
• The Graham & Dodd Fund L.L.C
• Sunset Financial Management
• Collins
• Mazda Capital Management
• Matterhorn Asset Management Corp
• Fontana Capital, L.L.C
• Polaris Equity Management
• Chariot Advisors
• Atlantis Asset Management International Corp
• Ark Global Asset Management
• Grove Advisors
• Global Select Advisors
• Pacific Sun Investment Management (Hk)