Fiori Financial Group
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Overview
Fiori Financial Group operates as a financial advisory company headquartered in Fort Lauderdale, Florida. Fiori Financial Group oversees $324.2 million in assets under management over 562 client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). Fiori Financial Group has a small group, including 6 financial advisors. Fiori Financial Group is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as stocks, options and bonds.
Fiori Financial Group manages all of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell choices without needing to seek client permission. Fiori Financial Group's typical account size is $576,924. An average financial advisor at Fiori Financial Group administers around 94 client accounts.
The company's headquarters is at 205 South East 20Th St, Fort Lauderdale, Florida 33316. The firm is legally permitted to serve investors across 2 states, including Florida and North Carolina.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Fiori Financial Group by the Numbers
$324.2 million
8
562
$576.9 thousand
Fee Structure
Fees for financial advisory services typically vary depending on which services are offered. However, fees billed by Fiori Financial Group most likely are comprised of any blend of the following fee structures: asset-based or fixed. The company does participate in a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors, pension plans and charitable organizations. Out of its 562 accounts, Fiori Financial Group's largest client group by number of accounts is retail investors, although it also serves 83 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.
- High-Net-Worth Individuals* - 35.62%
- Other Individuals - 59.23%
- Corporations - 4.29%
- Charitable Organizations - 0.86%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Fiori Financial Group does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Fiori Financial Group
Fort Lauderdale, FL
Leland, NC
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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