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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million.
Fee Estimator
For Private Client and Family Office Services, fees range from $24,000 to $150,000 annually and are negotiable. For Investment Advisory Services, fees start at 1.00% on the first $2 million, 0.85% on the next $3 million, 0.70% on the next $5 million, and are negotiable above $10 million. The minimum annual fee is $10,000. Fees may start at 1.25% and scale down based on assets under management for relationships below the investment minimum. Standalone financial planning fees start at $5,000.
Areas of Practice
Advisor Information
Office location
St Petersburg, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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