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Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
141 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$172.9M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Employees and related family accounts are generally handled on a no fee basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Fees for individual managed accounts are based on a percentage of your portfolio's value. The annual consulting fee is 1.00% for portfolios up to $1,999,999.99, 0.70% for portfolios between $2,000,000.00 and $2,999,999.99, and 0.50% for portfolios of $3,000,000.00 or more. Employees and related family accounts are generally handled on a no-fee basis.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
237 S Westmonte Drive, Suite 300, Altamonte Springs,, FL, 32714
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
401k Generation
March 2017 - Present · 8 yrs 10 mos
Previous Registrations
Edward Jones Broker
December 2016 - February 2017 · 2 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.