Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
You'll pay an annual fee based on the type of portfolio you choose and the assets in the account. Strategic portfolios have a 2.00% annual fee, Tactical portfolios are 1.80%, Allocation and Defined Outcome portfolios are 1.70%, Preservation portfolios are 1.00%, and Private Wealth Series portfolios are 1.50%. Client Directed Accounts have a $300 annual fee. These fees do not include brokerage fees or custodial fees. GI also charges an annual account service and technology/administrative fee of $60. Minimum account sizes apply: $25,000 for Preservation, $50,000 for Allocation, $100,000 for Strategic and Tactical, $250,000 for Private Wealth Horizon, and $100,000 for Private Wealth Income Edge. Fees are negotiable and assessed quarterly in arrears.
Areas of Practice
Advisor Information
Office location
2144 Seven Springs Blvd., New Port Richey, FL, 34655
Get directionsRegulatory History (1)
Regulatory
December 2016Other Business ActivitiesSells Insurance
Cheryl operates as a sole proprietor under the name Common Cents Tax and Financial Services, offering fixed insurance and physical gold & silver sales, and CommonCents Tax and Accounting Services, Inc, providing accounting and tax services. She also works as a sub-contractor providing legal services. The insurance and gold/silver sales take a few hours per week, while the other businesses take about a third of her time.