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 $100K | 1.65% |
| $100K - $500K | 1.25% |
| $500K - $800K | 1.00% |
| $800K - $1.0M | 0.85% |
| $1.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, using a blended fee schedule. For certain assets like Eaglebrook Digital Assets, Fee Based Annuities, Structured Notes, Treasuries, Cash Solutions, CDs, and Custom Bond Portfolios, fees are assessed on a separate flat rate basis. Financial planning fees range from $2,500 to $25,000, depending on the scope and complexity of the plan and are negotiable. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
311 Park Place Blvd N, Ste. 230, Clearwater, FL, 33759
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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Jessica works as a consultant for Beautycounter, a multi-level marketing company, since 2017. This takes about a few hours per week, including during securities trading hours.