Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm's most common fee structure is a percentage of assets under management, typically ranging from 0% to 2.80% of the client’s portfolio balance, charged quarterly in arrears. Certain retail clients have negotiated a progressive (tiered) fee. International clients may incur a one-time set-up fee of $350-$750, with a minimum annual AUM fee of $480 (unless waived). Business consulting clients are charged an hourly rate of $350 per hour with a minimum non-refundable retainer of $5,000 (unless waived), or a flat fee, or a percentage of revenue. Financial planning clients pay flat fees billed monthly in arrears. Qualified clients may pay incentive or performance fees ranging from 0% to 20%. All fees are negotiable.
Areas of Practice
Advisor Information
Office location
5308 Central Avenue, St. Petersburg, FL, 33707
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Regulatory
January 2016Other Business Activities
Jason is a partner at Catapult Creative, a corporate training and consulting firm, and spends about half his time as Operations Manager. Jason is also the President and owner of Apex Wealth Consultants Inc., providing business, administrative, and consulting services, also taking about half of his time.