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 $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8.0M - $18.0M | 0.50% |
| $18M+ | 0.50% |
Fees negotiable over $18,000,000
Fee Estimator
You'll pay an annual fee based on the value of your investment assets under management. The fee schedule for financial planning clients starts at 1.30% for the first $780,000, decreasing to 0.50% for assets between $8,000,000.01 and $18,000,000, with fees negotiable above $18,000,000. Investment-only clients have a different fee schedule. Financial planning clients also pay a one-time data-gathering and design fee of up to 50% of the annual financial planning fee. Financial Planning clients have a minimum quarterly fee of $1,875. Hourly consulting is available at $350-$990 per hour depending on the advisor.
Areas of Practice
Advisor Information
Office location
Boca Raton, FL
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