Dimension Capital Management LLC, established in 1980 and registered with the SEC since 1997, offers wealth management and accounting services with regulatory assets under management totaling $6.58 billion as of December 31, 2024. The firm provides investment advisory services on a discretionary and non-discretionary basis to various clients, offering a wide range of asset allocation and investment advisory services. DCM's investment platform covers traditional equity and fixed income to alternative investment strategies like hedge funds and private equity. The firm customizes portfolios based on client objectives and uses third-party managers selected for their team, process, and performance. DCM charges tiered percentage fees based on assets under management, ranging from 1.00% for the first $10 million to 0.55% for amounts over $160 million. The firm may negotiate fee structures, including performance incentive fees. DCM also acts as the investment advisor to private funds and special purpose vehicles, providing consolidated reporting services and fund administration. The firm has a Code of Ethics and does not have a history of legal or disciplinary events in the past 10 years. DCM does not exercise proxy voting authority over client securities and provides periodic investment monitoring and supervisory services. The firm does not compensate third parties for client referrals and maintains custody of certain client assets. Clients receive proxy voting information directly from third-party managers or custodians. DCM does not advise on legal proceedings involving client securities and has not filed for bankruptcy.

Trivest Investment Advisors, LLC is a financial advisory firm based in Coral Gables, Florida. It currently has approximately $4,694,554,930 of assets under management and employs about 66 people. Trivest Investment Advisors, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Evensky & Katz/foldes Wealth Management is a financial advisory firm based in Coral Gables, Florida. It currently has approximately $2,640,714,946 of assets under management and employs about 38 people. Evensky & Katz/foldes Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

SEAVIEW INVESTMENT MANAGERS LLC is a registered investment adviser based in Miami, FL, providing investment advisory services since August 1st, 2019. The firm offers discretionary and non-discretionary portfolio management services, tailored to meet clients' needs and investment objectives. Discretionary services grant authority to manage accounts without prior approval, while non-discretionary services require client approval before transactions. The firm may invest in model portfolios based on risk tolerance. Financial planning services are also offered, with fees ranging from $2000 - $5000. The firm charges an annual fee based on a percentage of assets under management, ranging from 0.75% to 2.50%. Fees may be calculated quarterly in advance or in arrears based on the agreement. The firm does not have any disciplinary information and does not receive compensation from third parties. Clients must have a minimum of $100,000 to open an account, with a minimum annual fee of 0.75%. SEAVIEW INVESTMENT MANAGERS LLC does not vote proxies on behalf of clients and does not have custody of client funds. The firm does not have financial conditions preventing it from meeting contractual commitments. Trade errors are rectified by restoring accounts to the correct position. The firm does not determine class action lawsuits or participate in litigation on behalf of clients.

ArchPoint Investors, established in 2009 as Botty Investors, LLC, is a financial advisor firm based in Coral Gables, FL. The firm specializes in providing wealth management and investment advisory services to families of exceptional wealth. Services are offered on a discretionary and non-discretionary basis, including separately managed accounts and private fund accounts. ArchPoint tailors recommendations based on clients' risk tolerance, time constraints, and investment objectives. The firm's investment strategies include traditional public equity and fixed income investments, as well as alternative strategies like hedge funds, private funds, and real estate investments. ArchPoint charges fees based on a percentage of assets under management, typically starting at 1%. Additional services such as accounting or performance reporting may incur extra fees. The firm may also enter into performance-based fee arrangements. Clients have the option to choose their own broker-dealer or custodian, with a recommendation for Charles Schwab Institutional. ArchPoint reviews client portfolios quarterly and provides voting services for client securities. The firm operates as a fiduciary, acting in the best interests of clients and has not been involved in any disciplinary events. ArchPoint does not compensate third parties for client referrals and does not provide custodial services for separately managed accounts.

Firestone Capital Management, Inc. is a Registered Investment Advisor established in 1991 and located in Coral Gables, FL. The firm specializes in wealth management, offering services such as portfolio management, financial planning, and investment advisory services to various clients, including individuals, families, pension plans, charitable organizations, and corporations. As of December 31, 2024, the firm manages approximately $707.7 million in discretionary assets. Clients are required to have a minimum asset size of $1,000,000 to open an account, although exceptions may be made at the firm's discretion. Firestone Capital Management operates as a fee-only firm, charging fees based on assets under management. The fee structure is tiered, with annual fees typically starting at 1.00% for the first $1,000,000 and decreasing for higher asset levels. Financial planning services are also offered at an hourly rate of $350, with fees varying based on the complexity of the engagement. The firm's investment strategy focuses on global asset allocation, diversification, and long-term holding periods. They use a variety of securities, including mutual funds, ETFs, and individual bonds. Firestone Capital Management emphasizes a fiduciary duty to act in the best interests of clients, as outlined by the CFP® Board of Standards and the CFA Institute. The firm does not charge performance-based fees and does not engage in proxy voting on behalf of clients. Clients retain the right to place restrictions on investment discretion, and the firm does not hold custody of client assets, which are custodied with Charles Schwab & Co., Inc.

Finback Investment Partners is a financial advisory firm based in Coral Gables, Florida. It currently has approximately $545,545,663 of assets under management and employs about 11 people. Finback Investment Partners uses a fee structure of a percentage of assets under your management, performance-based fees and finback receives board fees and may also from time to time recei.

Bayshore Wealth Advisors, established in 2007, is a fee-only investment advisor managing over $634 million on a discretionary basis. The firm offers investment portfolio management for individuals, trusts, foundations, and retirement plans. Bayshore creates portfolios using no-load, passively managed mutual funds, ETFs, and fixed income securities, tailored to clients' risk tolerance and return objectives. The firm may allocate assets to alternative investments for qualified clients. Clients with fixed income allocations receive customized laddered bond portfolios. Bayshore provides wealth management services, retirement planning, and consulting on financial matters. The firm charges an annual fee based on assets under management, with fees ranging from 0.50% to 1.00%. Bayshore does not charge performance-based fees and requires a minimum account size of $2 million for investment management services. The firm acts as a fiduciary, prioritizing clients' interests. Bayshore does not vote proxies on behalf of clients and does not arrange principal or agency cross transactions. Clients receive quarterly performance reports and have custody of their assets with a qualified custodian. The firm has no disciplinary information and maintains a Code of Ethics to ensure ethical conduct.

Invex Advisors LLC is a financial advisory firm based in Coral Gables, Florida. It currently has approximately $460,516,000 of assets under management and employs about 8 people. Invex Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.