CAIM LLC

Name: CAIM LLC
Address: 595 BAY ISLES ROAD, LONGBOAT KEY, FL 34228, longboat key, FL, US
Telephone: (941) 388-7249
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Longboat Key, Florida

📍 595 BAY ISLES ROAD, LONGBOAT KEY, FL 34228

📞 (941) 388-••••

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📍 595 BAY ISLES ROAD, LONGBOAT KEY, FL 34228

About CAIM LLC

CAIM LLC is a financial advisor located in Longboat Key, Florida. As a local financial advisor, they serve Longboat Key and surrounding communities in Florida. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Longboat Key should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Florida securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Longboat Key

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Longboat Key may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Longboat Key

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Longboat Key?

Financial Advisors in Longboat Key typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Longboat Key?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Longboat Key to choose from.

Does CAIM LLC offer free quotes?

Contact CAIM LLC directly to ask about free estimates. You can also request a quote through ProHorizon.