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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees listed are 'up to' the stated percentage. Lower fees apply to Latitude Model Managed Accounts.
Fee Estimator
Financial planning fees are fixed (up to $10,000), hourly (up to $250/hour), or retainer-based, depending on the service's complexity. Portfolio management fees are based on a percentage of assets managed, billed quarterly in arrears. Fees are negotiable based on assets, investments, and financial circumstances. The firm may share fees with sub-advisors. Some advisors are also registered representatives and insurance agents, potentially earning commissions from product sales.
Areas of Practice
Advisor Information
Office location
Vero Beach, FL
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 ActivitiesSells Insurance
Donald teaches T'ai Chi for a minimal time per week and works as a Branch Financial Sales Consultant at PNC Bank full-time. He also works as a financial consultant for Diversified Brokerage Specialist selling life, disability, and fixed annuity products for GWN clients, dedicating a few hours per week.