Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432
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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.
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Michael owns 18% of non-voting stock in Troy Enterprises, an S-Corp owning rental properties and undeveloped land. He advises the firm's controlling shareholder, spending minimal time on this business.