Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.
Areas of Practice
Advisor Information
Office location
9350 South Dixie Highway, Suite 1560, Miami, FL, 33156
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
Marc is a W-2 employee/consultant and TPA at Ingham & Company since 2013. He is also the owner of Ingham Financial, an insurance agency and pension consultant, and provides financial planning and asset management as an IAR with Ingham Retirement Group, dedicating all of his time to these activities.