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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management. Financial planning and consulting services are charged at an hourly rate of $350, which is negotiable. Fees are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives. The firm requires a minimum of $1,000,000 to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
11300 Us Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
Get directionsRegulatory History (6)
Customer Dispute
July 2016Customer Dispute
May 2014Customer Dispute
December 2010Employment Separation After Allegations
December 2010Customer Dispute
June 2009Customer Dispute
December 2007Other Business Activities
Kevin is a committee member on the Investment Advisory Committee to the Town of Palm Beach since 2011, dedicating minimal time to listening and reviewing investment managers. This activity is investment-related.