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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
This is a blended or progressive fee schedule.
Fee Estimator
For portfolio management, fees are calculated quarterly based on the market value of managed assets. For example, a household account valued at $6,814,078 would have a blended rate of 0.83% per year. In addition to advisory fees, clients pay transaction fees, mutual fund fees, and potential trade-away fees. New clients are generally required to have a minimum of $500,000 in total household assets managed by CIA. Fees are negotiable in limited instances.
Areas of Practice
Advisor Information
Office location
2502 N Rocky Point Drive, Suite 675, Tampa, FL, 33607
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 ActivitiesSells Insurance
Banner owns a retail store, Larson Clark LLC, which is currently inactive. Banner is also a licensed insurance agent in Florida, but is currently inactive.