Top advisors in Key Biscayne
We’ve curated a list of the best financial advisors in Key Biscayne, take a look at it below
Find an advisor in Key Biscayne| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $102,225,977 | 4 advisors | ||
| 2 | $96,907,017 | 2 advisors | ||
| 3 | $22,081,988 | 16 advisors |
How we came up with this list
To generate our top financial advisors list in Key Biscayne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Key Biscayne. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Kig Investment Management, LLC
Assets under management
$102,225,977
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Todo Capital, LLC
Assets under management
$96,907,017
Fee structure
A percentage of assets under your management
Performance-based fees
PERCENTAGE OF CASH FLOW GENERATED
Services offered
Portfolio Management For Individuals And/or Small Businesses
3. Global Kandor Advisors, LLC
Assets under management
$22,081,988
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.