Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are billed monthly in arrears based on the average daily balance, with a maximum annual fee of 1.90%. This includes the sub-adviser's compensation. Financial planning fees are either hourly or fixed, depending on the complexity, and generally do not exceed $15,000 per plan. Consulting fees are negotiable. Clients also incur transaction charges and fund expenses. A minimum investment amount to open and maintain an account is $250,000.
Areas of Practice
Advisor Information
Office location
2565 Marshall Road, Suite C, Biloxi, MS, 39531
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
Maria is a trustee for her father's trust since 2019 and assists the University of South Alabama's fundraising committee for 2 hours per month. She is also a life insurance agent with Roberts Wealth Management, dedicating full-time hours to this business.