Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a maximum annual wrap fee of 2.35% for the Asset Management Program. Fees are negotiable at the firm's sole discretion. Third-party managed programs have varying fees, but the combination of advisory fees will not exceed 2.5%. There is no set minimum account balance to open an account. Some advisor representatives may earn commissions from insurance products or through Lion Street Financial, LLC.
Areas of Practice
Advisor Information
Office location
4755 East Bay Drive, Clearwater, FL, 33764
Get directionsRegulatory History (1)
Employment Separation After Allegations
January 2019Other Business Activities
Elyott is an Executive Manager at Hive Metrics, LLC, a consultancy business offering Psychometric Services, spending a few hours per week on administrative tasks. Elyott also owns and operates Silent Verses, a resale business for collectibles and gaming products, dedicating a few hours per week during evenings and weekends.