Advisor at AFT, Forsyth and Company, Inc.
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Firm
AFT, Forsyth and Company, Inc.
Location
Jupiter, FL 33458
Credentials
CFA®, Series 63
Industry experience
20 years
Larry Aft is a CFA® charterholder with 20 years of industry experience. He has been with AFT, Forsyth & Sober, LLC since 2012 and has worked with its affiliated firm, AFT, Forsyth and Company, Inc., since 2005. AFT, Forsyth & Sober, LLC provides investment advisory and portfolio management services primarily to high-net-worth individuals, trust accounts, and foundations. The firm manages approximately $323.5 million in assets across six client relationships, focusing on long-term strategies that include a disaster-protection “Line in the Sand” approach and Flexible Asset Allocation.
$0 - $2,000,000: 0.12% monthly $2,000,001 - $5,000,000: 0.09% monthly $5,000,001+: 0.07% monthly
Account minimum: $2,000,000
4171 Main Street
Jupiter, FL 33458
Florida
AFT, Forsyth & Sober, LLC
2012 - Present (14 years)
AFT, Forsyth and Company, Inc.
2005 - Present (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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