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CFP · ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
49 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$74.8M
Fee Structure
Minimum Investment:$200K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $20,000
Hourly Rate:$75 - $150/hr
Financial planning fees range from $500 to $20,000, depending on complexity. Retainer agreements can cost up to $60,000 annually, billed quarterly. Hourly planning services range from $75 to $150 per hour. Investment management fees are based on a percentage of assets under management, with accounts under $1,000,000 billed at 1% annually. The minimum initial investment is $200,000.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information
Office location
Altamonte Springs, FL
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Steadfast Financial Services
June 2013 - Present · 12 yrs 7 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.