Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $250/hr

Investment advisory fees are based on the average daily market value of assets under management, with a maximum fee of 1.25% annually. The minimum fee is $1,000 for all accounts. Financial planning and consulting services are offered on a fixed fee basis, ranging from $1,500 to $5,000, or an hourly rate of $250, which may be negotiable. Fees are exclusive of brokerage commissions and other related costs.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

111 W. Oak Avenue, Ste 450, Tampa, FL, 33602

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Regulatory 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.

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Other Business ActivitiesSells Insurance

Rebecca is a licensed attorney, dedicating about a quarter of her time to her law office. She is also a life and health licensed insurance agent with Walser Capital Group, LLC, spending about a quarter of her time on this activity since 2016.

Employment History
Current Registrations
State Registrations4 states
FLGAILTX
Advisor
Exams
No exam information available for this advisor.