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 $250K | 2.95% |
| $250K - $500K | 2.71% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.74% |
| $2M+ | 1.74% |
Advisor fee is negotiable. Total management fee includes advisor fee and program fee. Program fee is not negotiable. Minimum annual program fee of $280.00 per account. Fees negotiable above $2,000,000. The fee for the $2,000,000+ tier defaults to the previous tier's rate.
Fee Estimator
The program has a minimum annual fee of $280 per account. The total management fee includes an advisor fee (negotiable, ranging from 0.25% to 3.00%) and a program fee (0.23% to 0.30%, not negotiable). The total management fee is payable quarterly, in advance. Additional transaction fees apply if account activity exceeds 50 trades per year. Participation in the Program may cost you more or less than purchasing such services separately.
Areas of Practice
Advisor Information
Office location
3109 W Dr. Martin Luther King Blvd, Suite 600, Tampa, FL, 33607
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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