Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for comprehensive financial planning typically range from $500 to $20,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial consulting is charged as a fixed annual fee starting at $500, or as a percentage of assets under advisement, with a maximum annual fee of 2.75%.
Areas of Practice
Advisor Information
Office location
3838 Tamiami Trail North, Suite 202, Naples, FL, 34103
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.
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Amanda works as an administrative assistant for two financial advisors at HBKSorce Financial, dedicating full-time hours to this role. She is also a registered representative with Purshe Kaplan Sterling Investments since 2009.