Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory fees are negotiable but will not exceed 2.0% annually, calculated as a percentage of the account value. Fees are assessed monthly or quarterly. Clients participating in the Overlay Program are charged an Overlay Management Fee which will not exceed 1% of the Overlay Value, in addition to the advisory fee. Financial planning fees can be fixed or hourly, as agreed upon in the Financial Planning Agreement. Clients also pay custodial fees and fees charged by investment vehicles.
Areas of Practice
Advisor Information
Office location
980 North Federal Highway, Suite 110, PMB 1081, Boca Raton, FL, 33432
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
Becky holds a real estate license for personal investments and engages in paid speaking engagements on various topics, including finance. She is also a co-owner of CoolVu of Boca, Delray and Palm Beach, a window film franchise, but it is a passive investment.