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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
A minimum annual fee of $2,000 for assets under management is required for this service.
Fee Estimator
The annual fee for portfolio management is based on a percentage of assets under management, according to the tiered schedule. There is a minimum annual fee of $2,000 for assets under management. For 529 Accounts custodied at iShares we charge a flat 0.40% (unless above sliding fee is less). Consulting fees, including standalone Financial Planning, range from $2,500 and up as a fixed fee, or $100 to $450 per hour.
Areas of Practice
Advisor Information
Office location
1880 N Congress Ave, Suite 302, Boynton Beach, FL, 33426
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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