Christopher Cercy is a CFP-designated registered investment advisor at Fierce Financial Group LLC, based in Miami Beach, FL, with 8 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
This is the fee for Active Investment Management. Passive Investment Management is 0.80% per year. Hybrid Investment Management is 1.40% per year. FFG recommends a minimum account value of $1,000,000 for Active Investment Management Services.
Fee Estimator
Location
1680 Michigan Avenue, Suite 1000, Miami Beach, FL, 33139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fierce Financial Group LLC
Previous Registrations
Formula Folio Investments
Retirement Wealth Advisors, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.