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 $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
There is a $1,500 minimum annual advisory fee.
Fee Estimator
Investment advisory fees for portfolio management are based on a percentage of assets managed. There is no minimum investment, but there is a $1,500 minimum annual advisory fee. Financial planning services are charged hourly (up to $450/hour) or as a flat rate (greater of $1,000 or 0.25% of assets advised on). Consulting fees are a flat rate, up to 1.00% of assets advised on.
Areas of Practice
Advisor Information
Office location
324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606
Get directionsRegulatory History (2)
Employment Separation After Allegations
May 2013Regulatory
March 2013Other Business ActivitiesSells Insurance
Charles is a limited partner in Poe Family Investment Co LTD, an investment partnership for his father's family assets, since 2002. He is also a board member and shareholder of Poe Financial Group, a property and casualty insurance agency, dedicating minimal time to this business.