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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
Fee Estimator
This firm offers a wrap fee program where a single fee covers investment advice, trade execution, and custody at Charles Schwab. The annual fee is based on the value of your relationship with the firm. For example, the fee is 1.50% on assets up to $500,000. The minimum relationship size is $500,000, but this may be waived at the firm's discretion. The wrap fee does not include internal expenses of mutual funds or ETFs, wire transfer fees, margin interest, or brokerage commissions on fixed income trades executed away from Schwab.
Areas of Practice
Advisor Information
Office location
200 East Las Olas Boulevard, 19th Floor, Fort Lauderdale, FL, 33301
Get directionsRegulatory History
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