wiseradvisor


Socius Family Office, Llc

Tel: 561-404-0484
200 East Las Olas Boulevard
Suite 1550
Fort Lauderdale, Florida  33301

General Information

Services:   Financial Planning, Portfolio Management for Individuals, Pension Consulting Services, Selection of Other Advisers
Fee Structure:   A percentage of AUM, Fixed fees, Other (RETAINER BASED ON SCOPE OF WORK)
Firm CRD#:   137800
SEC#:   801-71580
No. of Clients:   511