Top financial advisors in Longboat Key, FL
We've curated a list of the best financial advisors in Longboat Key, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $105,087,796 Number of advisors 4 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.
Get matched with an advisorMethodology
To find the top financial advisors in Longboat Key, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Caim LLC
Catherine Avery Investment Management LLC, established in August 2007 by Catherine Maniscalco Avery, offers personalized investment advisory services tailored to individual client goals, risk tolerance, and time horizons. Services include investment strategy, asset allocation, and regular portfolio monitoring. The firm may request discretionary authority from clients to manage investments without prior approval for each transaction. CAIM does not have a minimum account size requirement and manages both discretionary and non-discretionary accounts. Fees are charged quarterly in advance, up to 1.25% annually, based on assets under management. Clients may terminate contracts with one day's notice, with refunds prorated based on the remaining quarter. CAIM does not charge performance-based fees and serves various clients, including individuals and pension funds. Investment strategies involve fundamental and technical analysis, with a focus on long-term trading, short-term trading, and dividend growth. CAIM primarily invests in mutual funds, equities, bonds, and other securities to diversify portfolios. The firm does not participate in wrap fee programs and does not require clients to direct brokerage. CAIM maintains a Code of Ethics and does not accept compensation for recommending specific securities. The firm does not take custody of client accounts and may accept voting authority for client securities. No material financial conditions impair CAIM's ability to meet client commitments.
$105,087,796 under management
4 advisors
Fee structure
A percentage of assets under your management
SUBADVISOR FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Subadvisor
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.
Get matched with an advisorMethodology
To find the top financial advisors in Longboat Key, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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