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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiable in certain circumstances.
Fee Estimator
You'll pay an annual fee based on the value of your managed assets. The fee ranges from 0.70% to 1.50%. For example, a $600,000 portfolio would cost 1.25% annually. Fees are billed quarterly, in advance, based on the average end-of-month balances from the previous quarter. All accounts within the same family can be linked to qualify for fee breakpoints. Fees are generally not negotiable; however, the Company may accept other negotiated rates in certain circumstances.
Areas of Practice
Advisor Information
Office location
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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 Activities
Juan provides bookkeeping services through Ace Business Solutions and works as an Uber driver, dedicating minimal time and a few hours per week, respectively. He also serves as a co-portfolio manager for FlexMark Stragiec Partners, LLC, spending nearly full-time on this investment-related activity.