Advisors near Vero Beach, Florida
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TSP FINANCIAL, LLC
TSP FINANCIAL, LLC
Vero Beach, Florida
TSP Financial, LLC is a small investment advisory firm based out of Vero Beach, FL, specializing in managing assets for high net worth individuals. With over 0 individual clients and assets under management totaling more than $1,348,000, TSP Financial provides comprehensive investment solutions tailored to their clients' unique financial goals. While 401K and individual accounts constitute less than 30% of their assets under management, TSP Financial possesses the expertise to effectively manage employer funds. Offering discretionary management services, the firm ensures that all investment decisions are made on behalf of their clients in alignment with their financial objectives. TSP Financial's compensation structure encompasses various models, including a percentage of assets under management, fixed fees, and hourly charges. This flexible approach allows clients to choose the payment option that best suits their needs and preferences. The firm boasts a dedicated team of one registered investment advisor who provides personalized and expert investment advisory services. On average, each investment advisor oversees approximately $1,350,000 in assets under management. Theodore Zamerski, one of the longest-tenured registered advisors, has been with the company since 2022, contributing his extensive knowledge and experience to the firm's success. TSP Financial's commitment to delivering tailored investment solutions, coupled with their experienced team and client-centric approach, has positioned them as a trusted partner for high net worth individuals seeking comprehensive financial management services.
VICTRIX INVESTMENT ADVISORS
VICTRIX INVESTMENT ADVISORS
Stuart, Florida
Victrix Investment Advisors, based out of Stuart, FL, is a prominent local investment advisory firm that caters to over 250 individual clients. With a remarkable track record, they currently oversee a substantial $109,152,000 in assets under management. Committed to delivering exceptional service, Victrix Investment Advisors operates from four strategically located offices, ensuring convenient access for their valued clientele. Distinguished by their expertise in managing employer 401Ks and individual portfolios, Victrix Investment Advisors has acquired extensive experience in this specialized domain. Their comprehensive approach to wealth management ensures that all assets under their care, totaling 100%, are managed discretely, reflecting their unwavering commitment to delivering optimal results. Victrix Investment Advisors offers a flexible compensation structure that encompasses various types of fees. These include a percentage of assets under management, as well as hourly charges, guaranteeing a transparent and equitable relationship with their clients. Their team comprises six skilled professionals, all dedicated to providing top-notch investment advisory services. Impressively, each investment advisor at Victrix Investment Advisors averages around $18,190,000 in assets under management, underscoring their expertise and ability to handle substantial portfolios. At the core of Victrix Investment Advisors' success are their highly experienced and tenured advisors. Kevin Kennedy, William Chapman, and William Thompson, among others, have played integral roles in shaping the firm's reputation for excellence. With an unwavering commitment to delivering personalized investment strategies and superior client service, Victrix Investment Advisors continues to be a trusted partner for individuals and employers seeking professional guidance to maximize their financial success.
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PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC
Vero Beach, Florida
Professional Advisory Services Inc is a highly reputable investment advisory firm based out of Vero Beach, FL. With over 370 individual clients, they oversee an impressive $1,030,857,000 in assets under management. Specializing in serving high net worth individuals, Professional Advisory Services Inc possesses extensive expertise in managing substantial portfolios. Despite 401K and individual accounts accounting for less than 30% of their assets under management, the firm has the capability to effectively handle employer funds. All assets managed by Professional Advisory Services Inc are discretionary, providing clients with a hands-off approach and allowing the firm's skilled advisors to make strategic investment decisions on their behalf. With a team of 13 dedicated employees, 8 of whom are experienced investment advisors, the firm boasts an impressive average of approximately $128,860,000 in assets under management per advisor. This surpasses the industry average and reflects the exceptional skills and proficiency of their team. Professional Advisory Services Inc's compensation structure includes various models, such as a percentage of assets under management, ensuring that their interests are aligned with their clients'. The firm takes pride in maintaining long-lasting relationships with their clients, and several of their most tenured advisors, including Robert Polackwich, Carol Bieber, and David Jaffe, have contributed significantly to their success. As a local investment advisory firm committed to providing tailored financial solutions, Professional Advisory Services Inc continues to set the standard for excellence in the industry.
FOGEL CAPITAL MANAGEMENT INC
FOGEL CAPITAL MANAGEMENT INC
Stuart, Florida
Fogel Capital Management Inc, a local investment advisory firm located in Stuart, FL, is dedicated to providing personalized financial services to its clients. With a team of 11 employees, including six investment advisors, Fogel Capital Management Inc maintains a solid presence in the industry. Each investment advisor at Fogel Capital Management Inc manages an average of approximately $61,640,000 in assets under management, aligning with the industry average. The firm offers a diverse compensation structure that includes options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for clients. With over 160 individual clients and managing assets valued at over $303,392,000, Fogel Capital Management Inc specializes in serving high-net-worth individuals. While 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the capability to manage employer funds, showcasing their versatility. Fogel Capital Management Inc operates with 100% discretionary control over the assets they manage, enabling them to make informed decisions and actively adjust portfolios to optimize returns. Their commitment to personalized service and wealth management is exemplified by the firm's long-term relationships with clients. Based out of Stuart, FL, Fogel Capital Management Inc operates from a single office. The firm prides itself on its experienced team of advisors, including notable professionals such as Jodi Tribble, Michael Fogel, and Charlene Fogel, who have contributed significantly to the firm's success. Fogel Capital Management Inc remains dedicated to providing comprehensive financial solutions and exceptional client service, empowering individuals to achieve their financial goals with confidence.