Top financial advisors in Melbourne, FL
We’ve curated a list of the best financial advisors in Melbourne, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$107,344,613
Number of advisors
8 advisors
| $107,344,613 | 8 advisors | |
| 2 |
Assets under management
$98,440,038
Number of advisors
2 advisors
| $98,440,038 | 2 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 Melbourne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Melbourne. 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.
Rossby Financial, LLC
Rossby Financial, LLC is a financial advisory firm based in Melbourne, Florida. It currently has approximately $107,344,613 of assets under management and employs about 8 people. Rossby Financial, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$107,344,613 under management
8 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 BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersFamily Office ServicesMoney Management Concepts Inc.
Money Management Concepts, Inc. is a registered investment adviser based in Melbourne, Florida, established in 1993. The firm offers discretionary and non-discretionary investment management services tailored to meet clients' needs and objectives. They manage $117,029,681 in client assets on a discretionary basis. Fees for investment management services are based on a percentage of assets under management, with an annual fee billed quarterly in advance. The firm may negotiate other fee arrangements and combine account values to determine applicable fees. Money Management Concepts, Inc. does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, trusts, estates, and requires a minimum account size of $250,000, which may be waived based on client potential. Investment strategies include charting analysis, fundamental analysis, technical analysis, and more. The firm does not vote client securities and does not participate in class action lawsuits on behalf of clients. Clients have the option to grant discretionary authority for investment decisions. Money Management Concepts, Inc. prioritizes client privacy and compliance with regulatory standards.
$98,440,038 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Melbourne, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Melbourne. 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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