Best Financial Advisors in Saint Petersburg, FL

In order to fulfill our promise to be a boutique firm that can give specialized attention to your family, we limit the total amount of families we work with. That way, we can address details when it comes to the challenges facing you and your family. Our household minimum of $500,000 means that each family must possess $500,000 of investable assets for us to manage in order to have an ongoing relationship. For clients of the St. Petersburg office, there is no household minimum.

After becoming a client you and your advisor will agree to a review schedule that will be regularly followed and can be either in-person or virtual. Through your Fetch client portal you will have 24/7 access to reviewing balances, running performance reports for any time period as well as viewing activity. You will receive customized reports based on feedback you provide your advisor in determining what YOU want to see on a report, instead of a generic template most large companies offer. We will also periodically communicate with you by e-mail, phone call or text regarding portfolio or economic updates.

In most cases depending on the investment type, a withdrawal request can be processed and arrive in your bank account in 2-3 business days. This of course is also dependent on your financial institution and their processes.