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 $3.0M | 1.20% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
There is a $8,500 minimum annual fee for accounts holding a customized portfolio of both equities and fixed income securities or all equities.
Fee Estimator
You'll pay an annual fee based on the value of assets under management. For accounts holding a mix of equities and fixed income, or all equities, the minimum annual fee is $8,500. For accounts holding 100% fixed income securities, the minimum annual fee is also $8,500. Trading costs are additional and passed directly from the broker-dealer. Fees may be negotiable.
Areas of Practice
Advisor Information
Office location
6151 Lake Osprey Drive, Sarasota, FL, 34240
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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