Brice Financial Svc

Overview

The firm’s Form ADV primary business name is “BRICE FINANCIAL SERVICES, INC.” and its legal name is “NELSON, ALEXANDER BRICE.”¹² Its principal office is 2000 North Bayshore Drive, Suite 210, Miami, Florida 33137, United States.³ The firm has a December fiscal year-end.⁴ Its website markets insurance and retirement planning for “the next generation.”¹⁸

History

The available filing identifies Brice Financial Services as a Florida corporation.⁴ The firm website claims more than 15 years of experience.²⁶

Leadership

Alexander Brice Nelson is identified in regulator records as “GENERAL AGENT” of Brice Financial Services.¹⁵ Form ADV reports one employee and lists investment-advisory functions and a licensed insurance-agent role.⁵

Services

Listed advisory activities include financial planning services, portfolio management for individuals and/or small businesses, and “INSURANCE ADVISORY SERVICES.”⁸⁹¹⁰ The firm’s primary non-investment business includes insurance advisory and financial-management services covering IRA, 401(k), health, life, disability and long-term-care insurance procurement.¹² Other listed products and services include health, life, disability, long-term-care, dental and vision insurance, annuities and IRS-compliant retirement plans.¹³

The website lists individual health plans, employer group plans and ACA Marketplace plans.¹⁹ It also lists short-term medical, Medicare Advantage, Medicare Supplement and prescription-drug plans.²⁰ Additional offerings include dental and vision coverage, term life, indexed universal life, hospital indemnity and gap coverage.²¹

What the firm offers

• Investment management
• Financial planning
• Family governance and education
• Risk and insurance
• Retirement planning

Client focus

Regulator records describe Brice Financial Services as a non-investment-related insurance agency serving individuals and small businesses.¹⁶ Form ADV reports approximately 300 advisory clients and 0% non-U.S. persons.⁶ The website lists “1000+” clients or families protected.²⁷

Investment philosophy and approach

The website states that the firm provides personalized solutions tailored to each client’s circumstances.²² It describes a “Modern Approach” using technology and modern strategies for service delivery.²³ It also describes a “Personal Touch” involving customized solutions and individual attention.²⁴

Assets and minimums

As of July 26, 2017, regulatory assets under management were reported as $11,892,560, all discretionary, across 300 accounts.⁷

FAQs

Related resources

• LocationMultifamily offices in Miami

  This Miami-focused resource helps families and business owners compare advisory firms serving South Florida. It provides local context for considering investment management, insurance, retirement planning, and financial management services alongside questions about family governance and education.

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  This overview explains the range of services a multifamily office may coordinate for a family or business owner. Readers can use it to compare investment management, financial planning, insurance, retirement planning, and family education needs with the services described for Brice Financial Services, Inc.

• GuideLife events that trigger a change

  This resource outlines personal and business changes that may prompt a review of financial arrangements. A Miami family or business owner can consider how events such as retirement, succession, inheritance, liquidity, or changing insurance needs relate to planning and family governance discussions.

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  This page describes common ways multifamily offices structure and present fees. Readers considering an advisory relationship can use it to prepare questions about costs for investment management, financial planning, insurance, retirement planning, and related family education services.

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Sources

1. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
2. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
3. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
4. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
5. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
6. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
7. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
8. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
9. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
10. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
11. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
12. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
13. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
14. Form ADV, CRD 173358 , accessed/as of July 26, 2017.
15. Alexander Brice Nelson regulator record , accessed/as of n.d.
16. Alexander Brice Nelson regulator record , accessed/as of n.d.
17. Alexander Brice Nelson regulator record , accessed/as of n.d.
18. Brice Financial Services , accessed/as of n.d.
19. Brice Financial Services , accessed/as of n.d.
20. Brice Financial Services , accessed/as of n.d.
21. Brice Financial Services , accessed/as of n.d.
22. Brice Financial Services , accessed/as of n.d.
23. Brice Financial Services , accessed/as of n.d.
24. Brice Financial Services , accessed/as of n.d.
25. Brice Financial Services , accessed/as of n.d.
26. Brice Financial Services , accessed/as of n.d.
27. Brice Financial Services , accessed/as of n.d.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.