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 | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable in special circumstances.
Fee Estimator
Investment management fees are based on a percentage of assets under management. For example, the annual fee is 1.25% on the first $2,000,000, 1.00% on the next $3,000,000, 0.75% on the next $5,000,000, and 0.60% on assets over $10,000,000. Account monitoring services without advisory or management are available for a flat fee ranging from $600 to $1,500 per month. Bookkeeping services range from $300 to $2,000 per month, and consulting services range from $1,000 to $10,000 per month. Financial planning is offered at no charge. Smaller accounts invested in mutual funds through Pershing, Fidelity, or Schwab are charged 1% annually.
Areas of Practice
Advisor Information
Office location
Bradenton, FL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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