Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 1% to 2.5% annually, based on assets under management and services rendered. Fees are negotiable. Financial planning services are billed hourly ($50-$500/hour), as a flat fee, or as a fixed retainer. Representatives may earn commissions on insurance or brokerage services recommended as part of financial planning. A minimum of $100,000 in assets under management is generally required.
Areas of Practice
Advisor Information
Office location
2701 N. Rocky Point Drive, Suite 1000, Tampa, FL, 33607
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
Keith works as a self-agent selling insurance since 2011, spending minimal time on this activity.