Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
600 Cleveland Street, Suite 1150, Clearwater, FL, 33755
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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 ActivitiesSells Insurance
Amy installs non-variable insurance products through Steward Partners Global Advisory. She also owns support companies/DBAs (Hibbard Wealth Management Group and Hibbard/Hoffman Private Wealth Group) and works as an investment adviser for Steward Partners Investment Advisory LLC, but dedicates no time to these activities.