Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may vary depending on the nature and complexity of each Client’s circumstances, or with the inclusion of financial planning or other services, pursuant to the terms of the wealth management agreement. Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
For wealth management services, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning services are offered on an hourly basis ($150-$300/hour), a fixed engagement fee, or an annual rate up to $25,000, billed quarterly in advance. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
360 Central Avenue, Suite 800, St. Petersburg, FL, 33701
Get directionsRegulatory History
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