JC
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
98 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$125.5M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $15,000
Hourly Rate:$150 - $500/hr
Red Reef Advisors' fees for asset management can be up to 2% of assets under management. Consulting services are also charged up to 2% of assets being monitored or as a fixed fee. Financial planning fees range from $1,500 to $15,000 or $150 to $500 per hour. Qualified and ERISA plan consulting fees range from $1,500 to $50,000 or $200 to $1,500 per hour.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate Planning
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Advisor Information
Office location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2005Denied
Employment History
Current Registrations
Red Reef Advisors LLC
February 2015 - Present · 10 yrs 11 mos
Previous Registrations
Morgan Stanley
June 2009 - April 2013 · 3 yrs 10 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2005 - April 2007 · 1 yr 10 mos
Charles Schwab & Co., INC.
December 1993 - August 2004 · 10 yrs 8 mos
State Registrations2 states
FLNC
Advisor
Exams
No exam information available for this advisor.