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 - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are charged quarterly in arrears.
Fee Estimator
For non-discretionary advisory services outside the Wrap Fee Program, the firm charges an annualized fee of 0.50% of the account value, billed quarterly. For the Wrap Fee Program accounts, the annualized fee ranges from 1.00% to 2.00% based on AUM (see table above). The minimum investment for advisory services is $500,000, while the Wrap Fee Program requires a minimum of $250,000. Lower fees may be available from other sources or negotiated for family members of employees or other advisory clients.
Areas of Practice
Advisor Information
Office location
2855 S. Le Jeune Road, 1st. Floor, Coral Gables, FL, 33134
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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Jenny published a fiction book in 2022 and is a banker at CNB, an affiliated firm. The banking role takes about 10-20% of Jenny's time.