THOMAS J. HERZFELD ADVISORS, INC.
Miami Beach, FL
AUM
$890.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
305-777-1660
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, MIAMI BEACH
11 advisers found
ROSE CAPITAL ADVISORS, LLC
Miami Beach, FL
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
305-534-7673
DHODY INVESTMENT GROUP
Miami Beach, FL
AUM
$341.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(305) 433-4250
VESTA WEALTH MANAGEMENT, LLC
Miami Beach, FL
AUM
$333.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
786-579-2519
THIRD EYE CAPITAL MANAGEMENT, LLC
Miami Beach, FL
AUM
$291.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(732) 447-3019
MANNA WEALTH MANAGEMENT
Miami Beach, FL
AUM
$146.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
305-306-7107
GLASSBEAD CAPITAL MANAGEMENT LLC
Miami Beach, FL
AUM
$140.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(917) 251-4419
FIERCE FINANCIAL GROUP LLC
Miami Beach, FL
AUM
$40.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
+13057998555
ALLEGIANT FINANCIAL ADVISORS, LLC
Miami Beach, FL
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-672-1222 / 866-672-1222
EXPAT FINANCIAL SOLUTIONS
Miami Beach, FL
AUM
$12.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
305-777-2240
Full profileNo website
SAVVY WEALTH MANAGEMENT LLC
Miami Beach, FL
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
831-402-2904
Full profileNo website