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 $250K | 2.15% |
| $250K - $500K | 2.05% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.40% |
| $5M+ | 1.15% |
All fees are negotiable. These are the maximum annual asset-based advisory fees for non-inclusive accounts.
Fee Estimator
Fees vary depending on the service. Portfolio management fees are negotiable and based on managed assets. Financial planning fees are typically a flat fee up to $10,000 or an hourly rate up to $500 per hour, but may be higher for complex plans. Retirement plan consulting fees can be asset-based (up to 1.25%), fixed, or hourly. Subscription advisory services have a negotiable annual flat fee. Fees are negotiable and may vary among Advisory Representatives.
Areas of Practice
Advisor Information
Office location
1620 S. Clyde Morris Blvd, Suite 300, Daytona Beach, FL, 32119
Get directionsRegulatory History (3)
Customer Dispute
April 2023Customer Dispute
June 2018Customer Dispute
November 2014Other Business ActivitiesSells Insurance
Franklin is a director and president of Befree Enterprises, Inc. DBA Frank Reynolds & Co., a holding company for financial services, dedicating nearly full-time hours. He also works as an agent selling fixed insurance and annuities, spending a few hours per week.