B
Brice Financial Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,833,126
Clients
20
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$91,656
Client services
Portfolio management
Pension consulting
Educational seminars or workshops
Comprehensive planning services
Fee options
$1,500 for Individual 401(k) procurement; $250 for 401(k)/IRA review service
$0 - $14,999: $149.99 annually (fixed fee) $15,000 - $999,999: 1% $1,000,000 - $1,999,999: 0.85% $2,000,000+: 0.75%
Account minimum: $2,200.00 Minimum fee: $149.99 annually for accounts $0 - $14,999
Main office location
Brice Financial Advisors Inc
2000 N Bayshore Dr Ste 210
Miami FL 33137-5110, United States
Number of offices
1
Most active in
Brice Financial Advisors Inc has reported serving >5 clients in these states in the last 12 months.
Florida · Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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