Top financial advisors in Deerfield Beach, FL
We’ve curated a list of the best financial advisors in Deerfield Beach, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$347,233,750
Number of advisors
5 advisors
| $347,233,750 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Deerfield Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Deerfield Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Compass Financial Group, Inc.
Compass Financial Group, Inc. is a Registered Investment Adviser offering portfolio management, financial planning, and family office services to various clients, including individuals, pension plans, trusts, estates, and corporations. The firm provides discretionary portfolio management tailored to client needs, including investments in equities, fixed income, mutual funds, and more. Financial planning services cover areas such as investment, retirement, estate, tax planning, and risk management. Family office services include overseeing investment accounts, financial issues, and planning for future needs. CFG charges fees based on a tiered schedule for portfolio management services and financial planning, with additional hourly fees for specific consulting services. The firm does not engage in performance-based fees or side-by-side management. Clients typically require a minimum of $1,000,000 to open an advisory account, with fees determined based on assets under management. CFG exercises investment discretion but allows clients to impose restrictions. The firm does not vote proxies on behalf of clients and maintains strict privacy policies to protect client information. In the event of a trade error, CFG aims to rectify the situation promptly. Class action lawsuits and participation in settlements are not within the firm's scope of services.
$347,233,750 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesFamily Office
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Deerfield Beach, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Deerfield Beach. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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