Red Reef Advisors LLC

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Assets Under Management

$125.5M

Number of Clients

Number of Advisors

Average Client AUM

$1.3M

AUM per Advisor

$41.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Red Reef Advisors offers portfolio management, consulting, and financial planning services. For clients with at least $500,000 under management, comprehensive financial planning is included. Standalone financial planning is also available. They also offer ERISA plan consulting services.

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningHigh Net Worth

Location

150 E Palmetto Park Rd, Ste 800, Boca Raton, FL, 33432

3 Advisors at this firm

CFP

Jesse Cordoba

Lorianne Cordoba

CFP