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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Financial planning fees are based on a percentage of net worth, with a $2,000 minimum. Investment management fees are based on a percentage of assets managed, with a $5,000 minimum annual fee. The Investment Management fee can be influenced by several factors and may change. Current client relationships may exist where the fees are higher or lower than the fee schedule. Fees are typically billed quarterly in advance. Hourly consulting is not explicitly mentioned, but the firm may provide hourly consulting on specific topics as requested.
Areas of Practice
Advisor Information
Office location
121 Alhambra Plaza, Suite 1000, 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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Clinton is a volunteer committee member for the Lake Travis Independent School District CLASS Committee since September 2024, providing feedback on policies. The committee meets quarterly.