Finding a Top Financial Advisor Firm in Jupiter, FL
To help you find the best advisor for your financial needs, we’ve created a list of the top financial advisors in Jupiter, Florida. Our research compares each firm’s fee structure, assets under management (AUM), investment strategies and advisory services. For even more financial advisor options in the Sunshine State, use our free financial advisor matching service. It will connect you with up to three vetted financial advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||SlateStone Wealth LLC Find an Advisor||$952,284,709||$1,000,000|| || |
|2||Core Wealth Management, Inc. Find an Advisor||$247,105,004||$3,000 minimum account fee|| || |
Minimum Assets$3,000 minimum account fee
|3||Atlantic Wealth Partners, LLC Find an Advisor||$217,036,395||Varies based on account type|| || |
Minimum AssetsVaries based on account type
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What We Use in Our Methodology
To find the top financial advisors in Jupiter, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
SlateStone Wealth LLC
SlateStone Wealth, LLC is a fee-only firm that works with both non-high-net-worth and high-net-worth individuals, as well as charitable organizations.
The firm says on its brochure that it "typically prefers clients [to] establish a relationship with a minimum of $1,000,000 or more to invest." However, SlateStone also "reserves the right to waive minimums at its sole discretion."
Clients engaging in investment management services should note that the firm will charge a minimum annual fee of $10,000, though it can also get reduced or waived based on SlateStone's discretion.
This investment fee is based on a percentage of assets under management. Clients get charged 1.25% on the first $2 million, 1% on the next $3 million and 0.50% on the next $5 million. The rate is negotiable for accounts over $10 million.
For financial planning and wealth planning, the firm charges a flat fee based on the scope of the service.
The firm's advisors hold multiple certifications, including the chartered financial analyst (CFA) designation.
SlateStone Wealth Background
SlateStone was formed in 2017 as a limited liability company. The firm is employee-owned, with SlateStone Holdings as a majority member-owner. Founders and co-CEOs Patrick E. Tylander and Sharon A. Daniels are the majority owners of SlateStone Holdings.
The firm offers both investment management and wealth management services, as well as financial planning. For clients with account balances over $3 million, SlateStone also offers tailored portfolio solutions; and a private client enhanced program is available to those with portfolios typically exceeding $5 million.
SlateStone Wealth Investment Strategy
SlateStone says that it offers asset allocation strategies that align with overall client objectives and risk tolerance. According to the firm's brochure, these strategies are invested primarily in mutual funds and exchange-traded funds (ETFs).
Clients should note, however, that other asset classes could also be included at varying percentage allocations. The brochure references equities (including domestic, global, international, large, mid-cap and small cap, sector and diversified funds), fixed income (including short- and long-term high quality, mortgage back, strategic income, bank loans, high-yield) and alternatives (including long/short, tactical, hedging, real estate, hard-asset and multi-asset).
The firm says that SlateStone's research department offers its advisory team information that includes recommendations on equities, fixed income securities, mutual funds, ETFs, alternatives and the use of external independent managers.
Core Wealth Management, Inc.
Core Wealth Management provides various advisory services to individuals (both non-high-net-worth and high-net-worth), retirement plans, charities and corporations, among other clients, on a fee-only basis. This means its advisors are only compensated for the services they provide, and not for the products they sell.
Advisors at the firm hold multiple certifications, including certified financial planner (CFP), certified public accountant (CPA) and chartered financial advisor (CFA) designations.
Core Wealth doesn’t have a set account minimum, but it charges a $3,000 minimum annual fee.
Financial planning services come with hourly or fixed fees. The firm's investment advisory fees are based on a percentage of assets under management.
Core Wealth Management Background
Established by Todd Schanel in 2012, Core Wealth functions as an independent financial planning and investment advisory firm. The firm offers investment management, financial planning, retirement planning and other specialty services. Core Wealth’s investment services include portfolio rebalancing, tax management and performance monitoring.
The firm’s financial planning services also incorporate estate planning, tax planning, cash flow planning and education planning.
Core Wealth Management Investing Strategy
Core Wealth’s investment methods include asset allocation, Modern Portfolio Theory, passive investing and dollar-cost averaging. The firm says it uses passive investing to purchase mutual funds and exchange-traded funds, thereby giving clients access to low-cost asset classes. Core Wealth describes its dollar-cost averaging method as one that purchases a fixed dollar amount of securities at regular time intervals.
Core Wealth says it employs such investment methods as long as they align with client time horizons, liquidity requirements, risk tolerances and tax considerations.
Atlantic Wealth Partners, LLC
The relatively small advisory team at Atlantic Wealth Partners hold multiple certifications, including certified financial planner (CFP), accredited estate planner (AEP), accredited asset management specialist (AAMS), accredited portfolio management advisor (APMA) and chartered financial analyst (CFA).
The majority of the firm's clients are high-net-worth individuals, but the firm also offers services to non-high-net-worth individuals.
It does not list a set account minimum, but has various minimum fees depending on the account type.
As a fee-based firm, advisors may earn commissions from selling certain insurance products. This may present a conflict of interest, but the firm is a fiduciary and must act in clients' best interests at all times.
Atlantic Wealth Partners Background
Atlantic Wealth Partners was establshed in 2017. Its founder and sole managing principal is Stephen T. Olson. The firm's principal office is located in Jupiter.
The firm aims to provide individuals and families with customized, comprehensive wealth management, financial planning, and investment advisory services. It seeks to meet client goals while remaining sensitive to their emotional and financial risk tolerance, time horizon and objectives. It offers financial consultation services, private wealth management services, financial planning services, pension consulting services, tailored advisory services and the ability to recommend third-party asset managers.
Atlantic Wealth Partners Investing Strategy
Atlantic Wealth Partners may use any or all of the following methods of analysis when putting together investment advice: fundamental analysis, technical analysis, modern portfolio theory, mutual fund and/or ETF analysis, sector analysis, cyclical analysis and/or third-party asset manager analysis. Furthermore, it focuses on asset allocation and long-term purchases, and may invest in ETFs, mutual funds, individual stocks, fixed-income securities, variable annuities, private placement life insurance as well as cash and cash equivalents.