Financial Advisors Miami, FL

Financial Advisor Reviews Miami, FL

Financial advisors at Cathy Pareto and Associates offer financial planning with six focuses. Clients who are at any stage of retirement planning find Planning for Life Stages to be helpful. Those who are going through a divorce, recently lost a spouse or are retired also benefit from the program.

Women receive special treatment at Cathy Pareto and Associates. Financial planning and investment services take into consideration the longer female life span. The firm also provides financial and investment advice for all families, including unmarried couples and same-sex unions. Families get assistance with insurance, estate planning, managing benefits and other money matters.

Most medical and dental professionals start saving for retirement later because they get additional degrees. There’s almost always student loan debt for these individuals as well. Cathy Pareto and Associates understands how to best help doctors manage saving for retirement while paying off educational loans. The firm also works with small business owners to manage their finances and retirement savings.

Cathy Pareto and Associates’ financial planning fee ranges from $2,500 to $5,000 depending on the client’s needs. The firm charges $300 per hour for financial consulting or other services not requiring a full financial plan. Hourly clients commit to a minimum of five hours. Investment management clients pay a percentage of assets across four tiers.

Tobias Financial Advisors is a wealth management firm that provides financial planning and investment management services. The firm also offers consulting to individuals, trusts, estates and business entities.

Wealth management services start with in-depth financial planning and portfolio design. Financial advisors then execute investment trades on behalf of clients. Some clients receive tax planning as part of their wealth management package. Tobias Financial Advisors maintains a conservative, long-term investment philosophy and monitors accounts continuously.

The family wealth management service includes everything in the wealth management program plus wealth transfer planning while reducing taxes. This service involves more complex estate planning, integrated tax and financial planning, philanthropy planning and risk management. Tobias Financial Advisors offers other financial planning services, such as NextGen, college planning, pre- and post-divorce planning and more.

The firm requires no minimum assets but charges a minimum of $10,000 annually for wealth management. Investment management services cost $3,000 per year, or fees are based on a percentage of managed assets. Financial planning services from Tobias cost at least $6,000 for a comprehensive plan.

The firm charges $100 to $500 per hour for modular planning. Ongoing planning and advisory services run $5,000 per year.

Provenance Wealth Advisors works to serve business owners, professionals and retirees to create and implement comprehensive financial planning strategies. The firm draws on a team with knowledge and experience across multiple disciplines. Clients benefit from fresh perspectives while designing a financial plan. Provenance’s comprehensive financial advisory services combine income, estate, investment and business planning.

Financial advisors at Provenance first prepare a Present Condition Analysis. The PCA is a complete review of all client accounts, insurance and investments. Clients receive help with areas of the PCA that don’t align with their goals.

Financial planning at Provenance Wealth Advisors is comprehensive and may include special needs planning and business succession planning. Estate, insurance, investment and legacy planning are also included. An in-house team of specialized researchers and portfolio managers handle investment planning. This team is led by a 30-year veteran in the investments industry.

Provenance Wealth Advisors financial planning services cost from $3,000 to $100,000. Financial consulting fees range from $100 to $600 per hour. Retirement planning costs from $100 to $500 per hour or a flat $3,000 to $50,000 plus a percentage of managed assets.

Investment consulting runs from $3,000 to $50,000. These fees depend on the scope and complexity of the services required. This fee is either a one time cost or an ongoing quarterly fee.

The Lubitz Financial Group welcomes financially disorganized clients, recent empty-nesters, and those approaching retirement or other major life transitions. Comprehensive financial planning includes an analysis of the client’s financial situation, investment review, tax planning, and retirement and estate planning. Financial advisors at the firm also ensure clients effectively use employee benefits and insurance and plan for college and other major expenses.

Financial advisors work with your existing finance-related professionals, like a CPA or attorney, to create an effective financial plan. When the plan is completed, clients can continue to receive help with implementing the plan on a retainer basis. The Lubitz Financial Group recommends at least two years to help clients develop habits necessary to carry out the financial plan. However, over 95% of clients stay on board with the firm to have their portfolio managed.

Investment management services at The Lubitz Financial Group include financial planning. Securities chosen depend on the client’s goals and circumstances. The firm offers a full range of investments to meet any financial objectives.

Independent investment advisors at The Lubitz Financial Group have access to institutional managers as well as retail investments. This helps clients create a strong portfolio aligned with their priorities.

Investment management service fees are based on a percentage of managed assets with a $5,000 annual minimum. Financial planning starts at $5,000. Ongoing help with implementing the plan is free for investment advisory clients or $350 per hour. Those seeking financial advice without planning services pay $350 per hour.

The financial industry increasingly requires access to global markets to identify alternative investment opportunities. With Beta Capital Securities, you can access a wide range of global financial assets. These include a variety of domestic and international investment funds to build a personalized investment strategy for each client.

Beta Capital Management’ goals for wealth management are to protect client assets while increasing the value of their portfolio. The firm accomplishes this goal by providing access to a network of professionals and investment platforms. Beta Capital Management financial advisors work with clients who need help with financial planning, taxes and estate planning.

After establishing the client’s financial plan, the firm crafts an investment plan to support the client’s objectives. Advisors consider the level of risk a client is comfortable with and personal circumstances while choosing investments. Beta Capital Management continuously monitors portfolios, and financial advisors keep in touch with clients about market changes and portfolio strategy.

Investment management fees are based on a percentage of annual portfolio value. Some securities and commodities hold separate fees and minimum investment. Beta Capital Management charges $500 per hour or less for limited-scope financial advisory services. Some securities involve commissions.

AZ Apice USA operations opened in October 2015 in Miami. This firm combines Italy’s largest independent asset management firm and U.S. investment professionals with over 70 years of combined experience. AZ Apice works with international clientele with a focus on investment management with a global markets perspective.

AZ Apice Capital Management primarily provides investment advisory services. The company also offers wealth and corporate advisory, financial planning and asset allocation services. Investment management starts with financial planning. Financial advisors work with clients to assess their finances, identify and prioritize goals and determine risk tolerance.

After creating the financial plan, investment advisors collaborate with clients to devise an investment strategy. Investment managers monitor each portfolio to ensure financial objectives and targets are being met. Clients are consistently in communication with their advisor regarding the status of their investments.

AZ Apice Capital Management hourly services provide advice on a limited scope of work instead of producing a full financial plan. The hourly rate varies, up to $500 per hour. Advisory Services combine in-depth financial planning with investment management.

The fee for Advisory Services is based on 1% to 2% of total managed assets, with a minimum $1,000 fee. AZ Apice offers another program called Asset Management for an identical fee structure, but this service doesn’t include financial planning.

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