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.
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602
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Learn about disclosures →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.