Fierce Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fierce Financial Group is a small, advisor-supported registered investment adviser that serves primarily high‑net‑worth individuals, families, and trusts with customized investment management across Active, Passive, and Hybrid strategies; complementary financial planning is available on request. Portfolios are managed on a discretionary, percentage‑of‑assets basis and implemented in separately managed accounts.
The firm documents each relationship with a written Investment Policy Statement and tailors implementation to client goals, risk tolerance, and restrictions, monitoring active strategies daily and passive strategies quarterly. Active accounts may employ individual securities, ETFs and options (including purchases and uncovered writing), and the Hybrid strategy—combining active and passive components—is offered specifically for international clients with consolidated accounts.
FFG’s small client roster relative to its assets under management and the firm’s senior personnel credentials (including a Ph.D. in economics and CFA/CFP designations) support a highly individualized service model. The firm also emphasizes low‑cost implementation through use of individual securities and low‑cost ETFs, states it does not receive revenue sharing or soft‑dollar benefits, participates in an institutional custodian program (Charles Schwab), and generally does not engage in block trading because portfolios are highly customized.
Client services
Expertise
Fee options
$250,000+: 2.00% annually for active investment management $250,000+: 0.80% annually for passive investment management
Account minimum: $250,000 minimum aggregate portfolio value for both active and passive investment management fees
Main office
1680 Michigan Avenue, Suite 1000
Miami Beach FL 33139
Advisors at this office
2
Most active in
Florida · North Carolina
Also doing business as
Fierce Financial Group · Fierce Financial Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
Advisors at this firm
Alexander K
CFP®, CFA®
Miami Beach, FL
Fierce Financial Group LLC
Alexander Kondeas is a CFP® and CFA® professional with seven years of industry experience. He has been with Fierce Financial Group LLC since 2018 and previously worked at Winston-Salem State University for twelve years. Fierce Financial Group is a small, advisor-supported registered investment adviser that serves primarily high-net-worth individuals, families, and trusts with customized investment management across active, passive, and hybrid strategies. The firm emphasizes individualized service through tailored investment policy statements and low-cost implementation using individual securities and ETFs.
Christopher C
CFP®, Series 65
Miami Beach, FL
Fierce Financial Group LLC
Christopher Cercy is a CFP® and holds a Series 65 license with nine years of industry experience. He is currently with Fierce Financial Group LLC, where he has worked since 2018. Prior to that, he was with FormulaFolio Investments, Retirement Wealth Advisors, and Maestro Wealth Advisors. Fierce Financial Group is a small, advisor-supported registered investment adviser specializing in customized investment management for high-net-worth individuals, families, and trusts. The firm offers Active, Passive, and Hybrid strategies with portfolios managed on a discretionary basis, focusing on individualized service and low-cost implementation.
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