Broward County, FL Financial Advisors and Resources



Financial Advisor Firms in Broward County, FL


AVENTURA CAPITAL MANAGEMENT, LLC

Website

(305) 466-0467

100 Se 3rd Ave
Suite 2216
Fort Lauderdale, FL 33394

SEC#: 801-67322
Years in Business: 14 years

KOVACK INTERNATIONAL ADVISORS INC.

Website

(954) 782-4771

6541 N. Federal Highway
Suite 1201
Fort Lauderdale, FL 33308

SEC#: 801-79304
Years in Business: 7 years

LAS OLAS CAPITAL ADVISORS, LLC

Website

(954) 289-4690

888 East Las Olas Blvd
Suite 200
Fort Lauderdale, FL 33301

SEC#: 801-100492
Years in Business: 6 years

GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC.

Website

(866) 405-1031

2810 East Oakland Park Blvd
Suite 101
Fort Lauderdale, FL 33306

SEC#: 801-110227
Years in Business: 4 years

CONSILIUM INVESTMENT MANAGEMENT LLC

Website

(954) 315-9380

2400 E Commercial Blvd
Suite 900
Fort Lauderdale, FL 33308

SEC#: 801-63245
Years in Business: 17 years

CANNON GLOBAL INVESTMENT MANAGEMENT, LLC

Website

(754) 264-8642

915 Middle River Dr.
Suite 518
Fort Lauderdale, FL 33304

SEC#: 801-116953
Years in Business: 2 years

SOUND INCOME STRATEGIES, LLC

Website

(954) 487-1860

6550 N Federal Highway
Suite 510
Fort Lauderdale, FL 33308

SEC#: 801-80425
Years in Business: 7 years

PALISADES HUDSON ASSET MANAGEMENT, L.P.

Website

(954) 524-5552

200 Sw First Avenue
Suite 1250
Fort Lauderdale, FL 33301

SEC#: 801-55677
Years in Business: 23 years

KOVACK ADVISORS, INC.

Website

(954) 782-4771

6451 N. Federal Hwy
Suite 1201
Ft. Lauderdale, FL 33308

SEC#: 801-63048
Years in Business: 17 years


How Retirement-Friendly is Broward County, FL?

  • Population: 1926,205
  • % of Population 62 Years and Over: 19.9%
  • Average Home Value: $287,700
  • Average Monthly Housing Cost: $1,356
  • Average Household Income: $85,851
  • Florida Total Tax Burden: 6.97% (6th Lowest in U.S.)
  • Florida Property Tax: 2.74% (22nd Lowest in U.S.)
  • Florida Individual Income Tax: 0.00% (Lowest in U.S.)
  • Florida Sales and Excise Tax: 4.23% (10th Highest in U.S.)


Broward County, FL Financial Advisor FAQs

A financial advisor, in a nutshell, is someone you turn to when you want professional advice on investing and managing your money. They are trained professionals that will work closely with you to develop the best plan for your economic needs and goals--all while staying within your overall target risk tolerance level.
Identifying a good financial advisor can be complicated. There are many things to look for when trying to find the right advisor, including how long they’ve been in business, what type of insurance they offer and their fees.
Financial advisors provide financial guidance to their clients, such as which stocks or funds they should invest in. Depending on the client's involvement, the advisor may also recommend changes to lifestyle and spending habits.
The most rudimentary way for an advisor to charge is to charge a percentage of assets under management. Another option might be following the monthly fee model which keeps fees low as long as you have relatively modest assets.