Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.
Fee Estimator
Investment Supervisory Services fees are 1.00% of assets under management for the first $5,000,000, and negotiable above that amount. These fees are negotiable depending upon the needs of the client and complexity of the situation. Fees are paid quarterly in advance, and clients may terminate their contracts with sixty days’ written notice. Hourly fees for financial planning services range from $50 to $250, depending on complexity and needs, and are paid in arrears. There is a $25,000 household investment minimum.
Areas of Practice
Advisor Information
Office location
Orlando, FL
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 Activities
Jennifer is the COO/CFO of Integrated Loyalty Systems, Inc., a managing member of Moondance Enterprises LLC (rental property), and involved in book writing and publishing. She also dedicates about a quarter of her time to sales of interests in real estate syndicates.