BM
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
176 advisors
Number of Clients
11,990 clients
Average Client Portfolio
$591K average
Assets Under Management
$7.1B
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and may vary based on the client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$2,500
Hourly Rate:$150 - $300/hr
Fees for financial planning start at $2,500 per plan or $150 to $300 per hour. Investment and asset management fees are based on a percentage of assets under management, billed quarterly. For tax return preparation, fees start at $500 per return or $150 to $300 per hour. Fees are negotiable and may vary based on the client relationship.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
1255 Tamiami Trail, Port Charlotte, FL, 33953
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Synovus Securities, INC. Broker
June 2019 - Present · 6 yrs 7 mos
Synovus Securities, INC.
June 2019 - Present · 6 yrs 7 mos
Previous Registrations
Suntrust Advisory Services, INC.
August 2016 - June 2019 · 2 yrs 10 mos
Suntrust Investment Services, INC.
September 2006 - December 2016 · 10 yrs 3 mos
Suntrust Investment Services, INC.Broker
March 2003 - June 2019 · 16 yrs 3 mos
United Planners' Financial Services of America a Limited Partner Broker
July 2002 - January 2003 · 6 mos
Fsc Securities CorporationBroker
May 2002 - July 2002 · 2 mos
Metlife Securities INC.Broker
June 2001 - May 2002 · 11 mos
Metropolitan Life Insurance CompanyBroker
June 2001 - May 2002 · 11 mos
Signator Investors, INC.Broker
March 1998 - April 2001 · 3 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
January 1993 - August 1996 · 3 yrs 7 mos
John Hancock Distributors, INC.Broker
January 1993 - August 1996 · 3 yrs 7 mos
State Registrations7 states
FLINNJORPATNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.