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 | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Management fee may be negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Portfolio management fees are based on a percentage of your assets under management, calculated quarterly. For financial planning, they offer tiered pricing based on individual or family needs, with additional costs for more complex situations. Financial planning fees are waived if they manage over $250,000 of your portfolio. Business and corporate planning has an initial engagement fee plus a monthly fee based on annual revenue. General consulting is billed hourly, not to exceed $250/hour.
Areas of Practice
Advisor Information
Office location
100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801
Get directionsRegulatory History
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