Investment advisory fees are based on the average daily market value of assets under management, with a maximum fee of 1.25% annually. The minimum fee is $1,000 for all accounts. Financial planning and consulting services are offered on a fixed fee basis, ranging from $1,500 to $5,000, or an hourly rate of $250, which may be negotiable. Fees are exclusive of brokerage commissions and other related costs.
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602
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Learn about disclosures →Charles owns rental real estate property since 2020, acting as landlord and managing the lessee, dedicating minimal time. He is also an independent insurance agent since 2023, selling insurance products and dedicating full-time hours to this activity.