Assuredpartners Investment Advisors

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Total assets under management

$3,251,947,155

Total clients

1,625

26% high-net worth

Total advisors

of 69 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$2,001,198

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Referrals to unaffiliated investment advisers, college planning

Fee options

Fixed

Financial planning and consulting fees range between $500 and $20,000 fixed annual fees.

Commissions

Certain supervised persons are licensed insurance agents and registered representatives who receive commissions for selling insurance and securities products outside advisory accounts.

Project-based

Up to $250 per hour for financial planning and consulting services.

Disclosures

Main office location

Assuredpartners Investment Advisors

4600 W. Cypress Street, Suite 405

Tampa FL 33607, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 407-708-0050

Advisors at this firm

Michael S

Series 65

Tampa, FL

Assuredpartners Investment Advisors

David R

Series 65

Plantation, FL

Assuredpartners Investment Advisors

Justin A

Series 66

Eagle, ID

Assuredpartners Investment Advisors

Michael H

Series 66

Lexington, KY

Assuredpartners Investment Advisors

Ned B

CFP®, Series 63

Nashville, IL

Assuredpartners Investment Advisors

Douglas V

CFP®, Series 63

De Witt, MI

Assuredpartners Investment Advisors

Milan W

Series 63, Series 65

Wilmington, DE

Assuredpartners Investment Advisors

Kyler S

CFP®, Series 66

Nashville, TN

Assuredpartners Investment Advisors

Charles O

Series 63, Series 65

Tampa, FL

Assuredpartners Investment Advisors

Stephen E

Series 63, Series 65

De Witt, MI

Assuredpartners Investment Advisors

Sean H

Series 65

Lake Worth, FL

Assuredpartners Investment Advisors

Dustin J

CFP®, Series 63

Wake Forest, NC

Assuredpartners Investment Advisors

Andrew B

Series 66

Lexington, KY

Assuredpartners Investment Advisors

Brandon H

CFP®, Series 63, Series 65

Tampa, FL

Assuredpartners Investment Advisors

Sarah F

Series 63, Series 66

Denver, CO

Assuredpartners Investment Advisors

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