Moisand Fitzgerald Tamayo

Moisand Fitzgerald Tamayo

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200 South Orange Avenue Suite 2025

Orlando, FL 32801

407-869-6228

moisandfitzgerald.com

No. advisers: 12

AUM: $466,491,119

Asset Breakdown

Staff
Employees 12
Clients
High-net-worth individuals 26-50%
Financial planning clients N/A
High-net-worth client assets Up to 50%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $463,310,192 1,902 $243,591
Non-discretionary 3180927 6 $530,155
Total $466,491,119 1,908 $244,492

Get the most out of your next staff retreat

April 19, 2016 - Many financial advisory firms find getting together to talk business away from the office can spark innovative solutions to problems and make colleagues more cohesive. “Being completely away off-site fosters creativity and helps you think more open...

Roth vs. traditional 401(k)s: What to consider for clients

January 15, 2016 - Should an investor make Roth deferrals or traditional, pretax contributions into a 401(k) plan? It's a question that could have large tax implications for clients. The answer, at its most macro level, boils down to a client's current tax bracket versus...

Forget ads to attract clients, only one thing matters

July 8, 2015 - Dan Moisand thinks advertising to attract new clients is a waste. Giving clients a superior experience and extraordinary advice is the key to business development at Moisand Fitzgerald Tamayo. New clients often come as referrals from existing clients...

What a Jeb Bush presidency would mean for advisers

June 15, 2015 - As former Florida Governor Jeb Bush launches his presidential campaign today, one of his first challenges will be to persuade Republican primary voters he's conservative enough for them. Florida investment advisers who knew Mr. Bush as the state's chief...

CFP Board head of enforcement leaves in midst of compensation-definition disputes

December 19, 2014 - The head of the legal and enforcement arm of the Certified Financial Planner Board of Standards Inc. has left the organization while it is embroiled in disputes over compensation descriptions for its mark holders, raising questions about its next steps...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

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*Methodology: InvestmentNews qualified 1,937 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2017. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2016, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.

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