Top Financial Advisors in Fort Lauderdale, FL

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Imperial Fund Asset Management is first on our list of the top financial advisory firms in Fort Lauderdale. Founded in 2014, Imperial Fund provides a range of investment advisory services that include individualized portfolio management, financial planning, private fund management and a wrap-fee program.

The firm tailors strategies to client objectives such as growth, income or capital preservation, while also offering guidance on tax planning, retirement, insurance, estate considerations and business planning. As for its clientele, Imperial Fund serves individuals, high-net-worth individuals and corporations, with a general account minimum of $250,000. For financial planning, fees typically range from $500 to $5,000.

Keep in mind that Imperial Fund has a fee-based compensation model: in addition to advisory fees, its management personnel are affiliated with a broker-dealer and may receive commissions for securities transactions, creating potential conflicts of interest. However, the firm has a fiduciary duty to act in its clients' best interests. 

Imperial Fund’s investment approach incorporates long-term and short-term securities purchases, active trading and access to private funds. Portfolios may include exchange-listed securities, corporate debt, private placements, exchange-traded funds (ETFs) and real estate-related assets. The firm emphasizes aligning strategies with each client’s goals, risk tolerance and time horizon, while acknowledging the risks of volatility, illiquidity and market fluctuations. Its affiliated private funds focus heavily on non-agency residential loans and related real estate lending markets.

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Provenance Wealth Advisors, founded in 2000, offers portfolio management, financial planning, retirement plan consulting and portfolio consulting services. Its financial planning offerings address estate planning, charitable giving, insurance analysis and retirement strategies.

The firm works with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, municipalities and other business entities. There is no stated account minimum, though financial planning and consulting services generally carry fixed or hourly fees that may be substantial depending on the scope of work.

The firm operates on a fee-based model, meaning it charges asset-based, flat or hourly fees, but its advisors and affiliates may also receive commissions from selling insurance or securities, creating potential conflicts of interest. Despite these potential conflicts, the firm is legally required to act in clients' best interests. 

Advisors and planners on the Provenance team hold a variety of professional certifications, including the following designations: Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), chartered life underwriter (CLU), chartered financial consultant (ChFC), chartered retirement planning counselor (CRPC) and accredited asset management specialist (AAMS). 

Provenance's investment philosophy is tailored to each client’s goals and risk tolerance, with strategies that may involve long- or short-term investments and covered call options. Portfolios commonly include equities, mutual funds, ETFs, U.S. government and corporate securities, municipal bonds, and, at times, alternative investments. The firm uses methods such as charting, fundamental and technical analysis to guide decisions, which means they may study past price patterns, company financial health and broader market trends to evaluate potential investments.

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Palisades Hudson Asset Management leads off our list of the top financial advisors in Fort Lauderdale. Palisades Hudson is a fee-only firm, which means its advisors do not receive commissions or other third-party compensation when recommending financial products. The firm's compensation comes strictly from the fees that clients pay. 

The firm manages assets primarily for non-high-net-worth and high-net-worth individuals, as well as pooled investment vehicles and corporations.

The Palisades Hudson team holds multiple professional certifications, including the certified financial planner (CFP), enrolled agent (EA), certified public accountant (CPA) and certified value analyst (CVA) designations.

Palisades Hudson Asset Management Background

The firm was founded in 1997 by Larry M. Elkin, who remains the principal owner of the firm through a living trust. The firm can provide clients with a range of services, including wealth management, financial planning and tax services. Palisades Hudson's financial planning services may touch upon a client's estate plan, insurance needs, trust design, charitable giving and other areas of their financial lives. 

Palisades Hudson Asset Management Investment Strategy

Palisades Hudson uses a long-term investment strategy based on asset allocation. The firm believes in determining an appropriate asset allocation based on each client's investment objectives and risk tolerance, then monitoring performance with minimal interference over a period of several years.

The firm typically invests in large-cap and small-cap equities, international equities, real estate equities, natural resource equities, fixed-income securities and alternative investments.

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Global Wealth Management Investment Advisory works primarily with individual clients who don't have a high net worth, although it also has hundreds of high-net-worth individuals on its client rolls as well. 

As a fee-based practice, advisors at Global Wealth Management may earn commissions when selling securities or insurance policies in addition to the fees that advisory clients pay. This can lead to a conflict of interest since they have a financial incentive to recommend certain products and services over others that may be a better fit for your needs. Nonetheless, the firm is a fiduciary and must always act in your best interests.

There is no set account minimum. Andrew Costa and Grant Conness are equal owners of Global Wealth Management, having founded the firm together in 2017. Their team includes advisros who hold the Certified Financial Planner™ (CFP®), Chartered Financial Analyst (CFA), certified public accountant (CPA) and chartered financial consultant (ChFC) designations. 

The firm offers portfolio management through wrap-fee programs, which bundle trading fees, administrative expenses and advisory fees into one consolidated charge.

Global Wealth Management also provides financial planning services that may include:

• Retirement planning
• Risk management
• Estate planning
• Insurance planning
• College/education planning
• Asset allocation
• Cash flow analysis and budgeting
• Healthcare

Global Wealth Management employs a mix of long-term purchasing, short-term purchasing and frequent trading strategies. The firm uses the strategies that it determines make the most sense for each client's risk tolerance, time horizon and investment objectives.

When evaluating securities, the firm typically applies several methods of analysis, including charting analysis, fundamental analysis, technical analysis and cyclical analysis. The firm provides advice and recommendations on a range of assets, including mutual funds, ETFs, exchange-listed securities, municipal securities, U.S. government securities and many others.

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Integrated Financial Strategies is a registered investment advisory firm founded in 2012. The firm provides a range of services including portfolio management, retirement income planning and web-based financial consulting. These services are customized to meet each client’s goals, such as managing investments, planning for retirement, and evaluating financial resources. 

The firm's client base is made up of individuals and high-net-worth individuals. There is no set account minimum, though accounts may be terminated if considered too small to manage effectively. 

The firm follows a fee-based model, as some advisors may earn commissions from insurance or securities sales in addition to advisory fees. This constitutes a potential conflict of interest because advisors have an incentive to recommend certain products and services to generate a commission. However, the firm is bound by its fiduciary duty to disclose conflicts and act in the client's best interest. 

Its investment philosophy blends fundamental, technical and charting analysis, with a focus on long-term purchases of securities it believes are undervalued. Portfolios are built around each client’s time horizon and risk tolerance, and typically include a mix of equities, bonds, mutual funds and ETFs. Equities are diversified across sectors, while fixed income is used to generate stability and income. The firm emphasizes diversification, tax efficiency and holding investments for the long term, avoiding frequent trading or attempts to time the market.

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Las Olas Capital Advisors is a fee-based advisor that generally requires a $1 million balance for investment advisory services through its wrap fee program. As a result, the majority of its clients are high-net-worth individuals, but it also serves non-high-net worth individual clients. Las Olas Capital Advisors also works with pooled investment vehicles, charities and corporations.

The firm earns its fees from the services it provides to you. However, some of its employees may be affiliated with broker-dealers. Through this arrangement, they may earn commissions by selling specific investment products in their individual capacity. This is a conflict of interest but the advisors must always act in the best interest of the client.

Las Olas Capital Advisors was established in 2015. Today, the firm offers portfolio management services through its wrap fee program whose fee covers administrative costs, account expenses and management fees. It also provides non-transactional consulting services, corporate advice and advisory services to private funds.

Las Olas Capital Advisors primarily uses fundamental analysis when evaluating public and private securities. Fundamental analysis seeks to measure the intrinsic value of a company or stock using financial and economic information. Like many, if not most, firms, Las Olas will customize its investment advice to each individual client’s investment objectives, time horizon and risk tolerance.