Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The maximum annual fee for asset management is 2.50%, billed quarterly in advance and negotiable. Financial planning services are provided on a fixed fee basis, ranging from $1,000 to $100,000, or an hourly fee of $250. Fees are negotiable. Clients may terminate their agreement with ten days written notice and receive a prorated refund.
Areas of Practice
Advisor Information
Office location
2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544
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Customer Dispute
June 2018Other Business ActivitiesSells Insurance
Carolyn volunteers with Soaring Spirits International, providing financial planning classes and presentations to widowed people, and serves on the board of the Lexington Philharmonic Orchestra and 100 Women. She is also a licensed insurance agent, dedicating about 10% of her time to this activity, and works full-time as an investment advisory representative at Accurate Wealth Management.