Kaufman Rossin Wealth, LLC

Kaufman Rossin Wealth, LLC is a registered investment adviser based in Miami, FL, established in May 2019. The firm specializes in managing investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. They offer both discretionary and non-discretionary investment management services, utilizing mutual funds, ETFs, equities, fixed-income securities, hedge funds, and private investments. Clients have the option to work with independent third-party investment advisors for separate account management. The firm follows a long-term investment strategy based on Modern Portfolio Theory, focusing on asset allocation decisions rather than market timing. Kaufman Rossin Wealth charges an annual fee based on a percentage of assets under management, with a minimum annual fee required. Financial planning services are also available, with fees determined based on the nature and complexity of the engagement. The firm does not charge performance-based fees and serves individuals, trusts, charitable organizations, and businesses with no minimum account size required for most services. Kaufman Rossin Wealth does not vote proxies on behalf of clients and does not participate in legal proceedings involving client securities. The firm has no financial commitments impairing its ability to meet client obligations and has not been subject to bankruptcy proceedings. For more information, visit www.kaufmanrossinwealth.com.