Top financial advisors in South Miami, FL
We've curated a list of the best financial advisors in South Miami, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,638,048,661 Number of advisors 9 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 generate our top financial advisors list in South Miami, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Miami. 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.
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.
Fairholme Capital Management, L.l.c.
Fairholme Capital Management, L.L.C. is an SEC-registered investment adviser based in Miami, Florida, established in June 1997. The firm provides continuous investment management services on a discretionary basis to various clients, including high net worth individuals, pensions, trusts, and corporations. As of February 28, 2023, Fairholme managed approximately $1.64 billion in client assets. The firm offers separately managed accounts through the Fairholme Managed Account Program and provides advisory services to the Mutual Funds of Fairholme Funds, Inc. Fairholme charges MAP Accounts a 1.0% annual management fee, which may be reduced to 0.80% at Fairholme's discretion. The firm's investment strategies include focused portfolio management, buy and hold strategies, equity and fixed-income investments, and distressed/special situations. Fairholme uses bottom-up fundamental analysis and seeks investments with above-average total returns over time. The firm may utilize leverage and invest in illiquid or restricted securities. Fairholme has adopted a Code of Ethics and procedures to address conflicts of interest, including those related to investment discretion and personal trading. Clients receive regular performance reports and have the option to direct Fairholme to use specific broker-dealers for transactions. Fairholme engages in cross transactions between accounts and may vote on client securities if delegated proxy voting authority.
$1,638,048,661 under management
9 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 generate our top financial advisors list in South Miami, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case South Miami. 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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