Fees vary based on the specific service provided. The firm's annual fee schedule for THE POWER OF MAPATO™ Portfolios ranges from 0.75% to 2.40% depending on the portfolio type (Income with Options, Growth without Options) and the amount of assets under management. Collaborative Management fees range from 0.75% to 1.55%. The Van Winkle Portfolios have a flat fee of 0.50%. Annuity management services are a flat $1,000 monthly, subject to adjustment. A minimum annual fee of $250 applies to accounts under $50,000. Clients may also pay brokerage transaction charges, mutual fund management fees, and administrative charges at the custodian.
10001 Tamiami Trail North, Naples, FL, 34108
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