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 $3.0M | 1.20% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
There is a $8,500 minimum annual fee for accounts holding a customized portfolio of both equities and fixed income securities or all equities.
Fee Estimator
You'll pay an annual fee based on the value of assets under management. For accounts holding a mix of equities and fixed income, or all equities, the minimum annual fee is $8,500. For accounts holding 100% fixed income securities, the minimum annual fee is also $8,500. Trading costs are additional and passed directly from the broker-dealer. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
Myakka City, FL
Get directionsRegulatory History
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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Brian is an affiliate with Tranont, a multi-level marketing health and wellness company, since 2021 to enhance his spouse's return. He devotes minimal time to this activity.