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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million.
Fee Estimator
For Private Client and Family Office Services, fees range from $24,000 to $150,000 annually and are negotiable. For Investment Advisory Services, fees start at 1.00% on the first $2 million, 0.85% on the next $3 million, 0.70% on the next $5 million, and are negotiable above $10 million. The minimum annual fee is $10,000. Fees may start at 1.25% and scale down based on assets under management for relationships below the investment minimum. Standalone financial planning fees start at $5,000.
Areas of Practice
Advisor Information
Office location
7000 W Palmetto Rd, Boca Raton, FL, 33433
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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Terri provides accounting and tax services through King & Lenson, CPA's.