Las Olas Capital Advisors, LLC
Assets Under Management
$386.5M
Number of Clients
41
Number of Advisors
2
Average Client AUM
$9.4M
AUM per Advisor
$193.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Las Olas Capital Advisors offers wealth management services including financial planning, consulting, and discretionary/non-discretionary investment portfolio management. They allocate assets among mutual funds, ETFs, individual securities, and may recommend private placements. Services are tailored to individual client needs, considering risk tolerance, time horizon, and liquidity constraints.
Fee Structure
Las Olas Capital Advisors charges a wrap fee for portfolio management services, ranging from 0.50% to 1.75% annually based on the market value of assets under management. A minimum annual fee of $10,000 applies. The wrap fee covers brokerage commissions and transactional costs. Fees are charged monthly, in advance, based on the end-of-period market value. The firm may negotiate a lesser fee based on certain criteria.
Areas of Practice
Location
888 East Las Olas Blvd, Suite 200, Fort Lauderdale, FL, 33301