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 | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.
Areas of Practice
Advisor Information
Office location
5793A NW 151 Street, Miami Lakes, FL, 33014
Get directionsRegulatory History (1)
Customer Dispute
October 2023Other Business ActivitiesSells Insurance
Hyacinth is Co-CEO, Investment Adviser & Financial Planner at The Henderson Financial Group and Managing Director and licensed agent at Henderson Insurance Group, a life, health, and annuity insurance brokerage. She also has several other business activities including personal holding companies, real estate, a publishing/consulting/coaching company, public speaking, authoring, a wellness company, and is a trustee for a family foundation and business trust.