FOGEL CAPITAL MANAGEMENT INC
Stuart, FL
AUM
$436.7M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
772-223-9686
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in FL, STUART
12 advisers found
VICTRIX INVESTMENT ADVISORS
Stuart, FL
AUM
$343.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
772-320-9658
SPECTRA INVESTMENT MANAGEMENT, LLC
Stuart, FL
AUM
$306.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(772) 324-5640
AUM
$129.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
772-221-4508
PEAK CAPITAL MANAGEMENT
Stuart, FL
AUM
$85.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
772-334-9592
INTEGRITT WEALTH MANAGEMENT, LLC
Stuart, FL
AUM
$67.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
772-266-2160
FINANCIAL PLANNING PROFESSIONALS, INC.
Stuart, FL
AUM
$36.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
772-229-9003
DAVIES WEALTH MANAGEMENT LLC
Stuart, FL
AUM
$18.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-353-6198
INDEX PORTFOLIO ADVISORS, LLC
Stuart, FL
AUM
$13.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
772-220-1100
ANCHOR FINANCIAL SERVICES, CPA, PA
Stuart, FL
AUM
$12.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
772-287-8964
MINDIE MOLINA INVESTMENTS, LLC
Stuart, FL
AUM
$6.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
561-729-2778
W.H. FINANCIAL SERVICES, INC.
Stuart, FL
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees; SHARES IN 3RD PARTY ADVISORY FEES/PORTFOLIO ANALYSIS (MRI) FEE
(772) 233-4437