LG
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
632 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$100K
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:$175 - $250/hr
Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
9350 South Dixie Highway, Suite 1560, Miami, FL, 33156
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Daybright Advisory Services, INC.
August 2025 - Present · 5 mos
Ingham Retirement Group
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Madison Avenue Securities, LLC Broker
June 2018 - March 2022 · 3 yrs 9 mos
LPL Financial LLC Broker
October 2014 - June 2018 · 3 yrs 8 mos
New England SecuritiesBroker
January 2013 - October 2014 · 1 yr 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.