Brice Financial Advisors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brice Financial Advisors Inc serves individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides investment management, comprehensive planning sessions, and assists with opening and procuring Individual 401(k) plans and IRAs, with both discretionary and nondiscretionary arrangements available.
The firm follows a value/yield investment approach that relies primarily on fundamental, bottom-up analysis while incorporating technical and cyclical macro considerations. Dividend yield is a central selection metric (the brochure specifies minimum and sell-yield thresholds), and the firm also applies a conservative fixed‑income protocol emphasizing short laddered durations and low portfolio turnover.
Distinctive features include an affiliation with an insurance brokerage through which the firm’s principal is licensed to sell life, health, and annuity products (clients are informed they are under no obligation to use those services). The firm also explicitly offers pension consulting and Individual 401(k) procurement services and runs paid educational planning sessions and ongoing educational support, while managing roughly $2.35 million for about two dozen clients and using Interactive Brokers as its required custodian.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Planning Session $199.99; Individual 401(k) Procurement $1,499.99
$0 - $14,999: $149.99 + 1% $15,000 - $999,999: 1% $1,000,000 - $1,999,999: 0.85% $2,000,000+: 0.75%
Account minimum: $250 Minimum fee: $149.99 minimum fee for accounts with assets from $0 to $14,999 Fee-only: Comprehensive Planning Session fee of $199.99 per session; Individual 401(k) Procurement Service fee of $1,499.99 per plan
Main office
2000 N Bayshore Dr Ste 210
Miami FL 33137-5110
Advisors at this office
1
Most active in
Florida · Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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