L&S Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,767,655
Clients
315
Advisors
8
of 8 employees
About
L&S Investment Advisors serves individuals (including high-net-worth clients), corporate entities, trusts and other institutions, managing roughly $231 million across about 315 client accounts supported by a six-advisor team. The firm provides discretionary portfolio management and prepares an Investment Policy Statement for each client, charging asset-based management fees and stating there is no account minimum.
L&S operates with a stated short-term trading style and requires higher-than-normal risk tolerance from clients, documenting objectives and restrictions in each client’s Investment Policy Statement. Its investment toolkit emphasizes stocks and ETFs for most clients but also includes short sales, margin transactions and options, use of non-U.S. securities, private funds, and quantitative, technical and fundamental analysis; the brochure notes the firm may use borrowing in client accounts when appropriate.
What distinguishes L&S from many peers is its formal affiliation with Brasil Plural Investment Advisors and use of an affiliated introducing broker, with shared management, common ownership, facilities and certain shared expenses while maintaining separate client records and compliance functions; the firms may jointly serve a client with written approval and share fees in those cases. The brochure and firm disclosures also highlight a significant non-U.S. client presence and explicit use of leveraged strategies in separately managed accounts, features that are less common among similar team advisors.
Client services
Expertise
Fee options
Annual flat fee of $1,300 paid monthly in equal amounts
$100,000 - $250,000: 1.30% $250,001 - $500,000: 1.10% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.45% $25,000,001+: 0.35%
Minimum fee: Annual flat fee of $1,300 paid monthly in equal amounts
Main office
2601 S. Bayshore Dr., Suite 1200
Miami FL 33133
Advisors at this office
8
Most active in
Florida
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.
Advisors at this firm
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