MOISAND FITZGERALD TAMAYO, LLC
Orlando, Florida
Moisand Fitzgerald Tamayo, LLC is a prominent local investment advisory firm based in Orlando, FL, with three strategically located offices. With a team of 21 highly skilled professionals, including 8 dedicated investment advisors, they provide exceptional financial services to a diverse client base. The firm boasts an impressive track record, managing over $901,423,000 in assets under management for more than 420 individual clients. As a testament to their expertise, Moisand Fitzgerald Tamayo, LLC has an average of $97,810,000 in assets under management per investment advisor, which aligns with the industry average. Their compen...
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Assets Under Mgmt

$901.42M

Investment Professionals

8

Locations

2

% 401K & Individual

13%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
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