Shomari
Hearn

Palisades Hudson Asset Management, L.P

CRD#5026079
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Shomari Hearn is a financial advisor based in Fort Lauderdale, Florida, working with Palisades Hudson Asset Management, L.P. Shomari has previously held a position at Palisades Hudson Asset Management, L.P and is registered to provide services in Florida, Texas, and Vermont. Currently, Shomari is part of Palisades Hudson Asset Management, L.P, which operates out of Fort Lauderdale, Florida. The firm has 5 offices and 18 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Palisades Hudson Asset Management, L.P includes asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

200 Sw 1St Avenue Suite 800
Fort Lauderdale, FL 33301

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Palisades Hudson Asset Management, L.P Brokerage Details

Total Assets Under Management

$1,487,780,922

FL Average: $1,855,561,029
Total Number of Employees

18

FL Average: 62
Total Number of Accounts

176

FL Average: 2,474
Average Account Size

$8,453,301

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Shomari Hearn Work History

1998 - Present (26 years)

Palisades Hudson Asset Management, L.P

Disclosures

Please visit the SEC profile of Shomari Hearn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Palisades Hudson Asset Management, L.P

Melinda Kibler
Fort Lauderdale, FL
Benjamin Sullivan
Austin, TX
Rekeithen Miller
Atlanta, GA
Eric Meermann
Stamford, CT
Paul Jacobs
Atlanta, GA
David Walters
Beaverton, OR
Shomari Hearn
Fort Lauderdale, FL
Larry Elkin
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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