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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable under 1.50% on a client-to-client basis.
Fee Estimator
For investment management, you'll pay an annual fee based on your portfolio size (see rates in table). Financial planning fees depend on the complexity of your situation. Comprehensive financial plans will not exceed $2,500. Targeted financial planning is billed at a rate not to exceed $250 per hour, and clerical fees will not exceed $50 per hour. A minimum initial investment of $100,000 is generally required to open a managed account, but this may be waived.
Areas of Practice
Advisor Information
Office location
110 Professional Drive, Suite 101, Ponte Vedra Beach, FL, 32082
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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