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 $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.90% |
| $6M+ | N/A |
The annual fee is negotiable for accounts over $6,000,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
For asset management, fees are based on a percentage of assets under management, as detailed in the fee table. These fees are negotiable, and accounts within the same household may be combined for a reduced fee. Financial planning services are offered for a negotiable fixed fee with a maximum of $5,000, or an hourly fee of $250 per hour. The firm does not require a minimum to open an account.
Areas of Practice
Advisor Information
Office location
27499 Riverview Center Blvd., #126, Bonita Springs, FL, 34134
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
Nevin is the President/Insurance Agent of NMW Financial, PA and a Research Associate at Pelican Financial Group, dedicating full-time hours to each. Nevin also serves as Vice President of Michael J. Woulas Ph.D., Inc., but spends minimal time on this role.