Moisand Fitzgerald Tamayo, LLC (Orlando)

Name: Moisand Fitzgerald Tamayo, LLC
Address: 200 South Orange Avenue, Orlando, FL, 32801
Telephone: 407-869-6228

Moisand Fitzgerald Tamayo, LLC is a large advisory firm based in Orlando. It manages $543.38 million of regulatory assets for 2,114 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Florida, Georgia, and 4 other states.

Moisand Fitzgerald Tamayo provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.

Moisand Fitzgerald Tamayo: assets under management

The assets under management (AUM) of Moisand Fitzgerald Tamayo, LLC is $543.38 million. The firm's AUM has grown by 124% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $539.79 million in discretionary accounts and $3.59 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.31 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $449.07 thousand.

Investments

The firm invests in non-exchange traded securities the most. They account for 61% of the total AUM. The second-largest asset type is exchange traded securities, which make up 30% of the firm’s portfolio. Investments in investment and business development companies form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moisand Fitzgerald Tamayo, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Moisand Fitzgerald Tamayo serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans. The largest group of clients of Moisand Fitzgerald Tamayo is high net worth individuals with 197 clients and $402.8 million of assets under management. Among the 12 most similar advisory firms, Moisand Fitzgerald Tamayo has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $543.38 million for 564 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Moisand Fitzgerald Tamayo doesn't advise any private funds.

Careers at Moisand Fitzgerald Tamayo, LLC

The company employs 15 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Edmund Fitzgerald	Member llc	1 Jul 1998	25% - 50%	2731110
Ronald Tamayo	Member llc	1 Jul 1998	25% - 50%	1705973
Daniel Brian Moisand	Member, llc/chief compliance officer	1 Jul 2008	25% - 50%	2167083
Derrick Banks Chandler	Member llc	1 Jan 2014	Other	5623642
Mike Salmon	Member llc	1 Jan 2016	Other	6137619

Based in Orlando

The principal office where Moisand Fitzgerald Tamayo, LLC performs its advisory services is located at 200 South Orange Avenue, Orlando, FL 32801, which is also the mailing address of the firm. An additional office of the firm is in Melbourne, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-869-6228 or by fax 407-869-6558. The normal business hours are 8:30 am -4:30 pm on Monday - Friday. You can find more information about the New York firm at moisandfitzgerald.com.