LC
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
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lorianne is a licensed realtor, earning commissions from residential sales and leases.
Employment History
Current Registrations
Red Reef Advisors LLC
May 2025 - Present · 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.