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 $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable at our sole discretion.
Fee Estimator
You'll pay an annual fee based on the value of assets under management. The fee schedule is tiered, with rates ranging from 1.75% on the first $200,000 to 0.75% on amounts over $5,000,001. All fee arrangements are negotiable at the firm's sole discretion. There is no minimum account value or minimum annual fee.
Areas of Practice
Advisor Information
Office location
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403
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.
Learn about disclosures →Other Business Activities
John is a managing partner at Catalfamo, Eaton & Delisi, LLC, providing income tax and accounting services, dedicating nearly full-time hours during the season and about a quarter of his time off-season. He also serves as president of Vitis Vinifera Holdings Inc. and Luna Sea Consultants, Inc., and is a managing member of 9250 LLC, a commercial real estate company, spending minimal time on these activities.