Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers consulting services with fees up to $500 per hour or fixed fees ranging from $500 to $5,000 per plan. They also offer TPIA programs where fees are determined by the TPIA. For Assets Under Management, the maximum annual fee is 3% and is negotiable. The minimum initial investment in the Assets under Management Programs is $25,000.00.
Areas of Practice
Advisor Information
Office location
12401 Orange Drive, Suite 223, Davie, FL, 33330
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eileen is a registered investment advisor, licensed insurance agent, and certified public accountant, all offered through Mouly Financial Management, Inc. ELM Financial Services Inc, of which she is a 100% shareholder, leases office space.