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 | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20.0M - $40.0M | 0.25% |
| $40M+ | 0.20% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Financial planning fees range from $5,000 to $12,000 or $200 to $300 per hour, depending on complexity and scope. Portfolio management fees are based on a percentage of assets managed (see table above). As an example, the annual fee on a $750,000 portfolio would be 0.825% on the first $250,000 and 0.85% on the next $250,000 and 0.80% on the next $250,000. A fee of .20% annually is applied on the cash balance held at Flourish. Fees are negotiable depending on individual client circumstances.
Areas of Practice
Advisor Information
Office location
433 Real Plaza, Suite 275, Boca Raton, FL, 33432-9999
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
Gary is a sole proprietor engaged in insurance sales since 2011. This activity is not investment-related and requires minimal time.