Red Reef Advisors LLC
Assets Under Management
$125.5M
Number of Clients
98
Number of Advisors
3
Average Client AUM
$1.3M
AUM per Advisor
$41.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Red Reef Advisors provides portfolio management based on client goals and risk tolerance, consulting services for non-discretionary accounts, and financial planning, which is included for clients with at least $500,000 under management. They also offer ERISA plan consulting and standalone financial planning services.
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
Location
150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432