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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Amounts over $25,000,001 are negotiable. The fee from the previous tier is used.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management, billed quarterly in arrears. For standalone financial planning, the hourly fee is $250, and fixed fees range from $500 to $1,000. The financial planning fee is negotiable. The firm may combine account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable depending on individual client circumstances.
Areas of Practice
Advisor Information
Office location
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702
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 ActivitiesSells Insurance
Warren is a manager at WGS II CPA, LLC, dedicating minimal time, and a manager at SBF, LLC, a full-service CPA firm, dedicating full-time hours. He is also a passive partner in Bayview Insurance Solutions, LLC, an insurance brokerage business, but dedicates no time to it.