AF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1943 advisors
Number of Clients
124,359 clients
Average Client Portfolio
$545K average
Assets Under Management
$67.7B
Fee Structure
Minimum Investment:$100K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and may differ from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,500
Fees vary depending on the service. Investment Consulting Services and AMC Advantage Program fees are based on a percentage of assets under management, as detailed in the fee table. Plan Sponsor and Plan Participant Services fees are also based on a percentage of plan assets and are negotiable. Plan sponsors that elect ERS’ Envestnet ERS 3(38) discretionary services will incur an additional 0.05% fee. An annual base fee of $2,500 applies to newly established plans.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
814 N A1A Highway, Ste 200, Ponte Vedra Beach, FL, 32082
Get directionsRegulatory History (2)
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Customer Dispute
April 2008Settled
Customer Dispute
May 2002Denied
Employment History
Current Registrations
Truist Advisory Services, INC.
August 2016 - Present · 9 yrs 5 mos
Truist Investment Services, INC.
July 2004 - Present · 21 yrs 6 mos
Truist Investment Services, INC.Broker
July 2004 - Present · 21 yrs 6 mos
Previous Registrations
Suntrust Investment Services, INC.
July 2004 - December 2016 · 12 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2000 - April 2004 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
May 2000 - April 2004 · 3 yrs 11 mos
State Registrations27 states
ALAZCACOCTDEFLGAILMAMDMEMOMSNCNHNJNYOHORPAPRSCTNTXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.