Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
582 clients
Average Client Portfolio
$378K average
Assets Under Management
$220.3M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,000
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:Up to $250/hr

Investment advisory fees are based on the average daily market value of assets under management, with a maximum fee of 1.25% annually. The minimum fee is $1,000 for all accounts. Financial planning and consulting services are offered on a fixed fee basis, ranging from $1,500 to $5,000, or an hourly rate of $250, which may be negotiable. Fees are exclusive of brokerage commissions and other related costs.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

111 W. Oak Avenue, Ste 450, Tampa, FL, 33602

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Regulatory 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.

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Employment History
Current Registrations
Previous Registrations
Morgan Stanley
April 2024 - August 2024 · 4 mos
Morgan Stanley Broker
April 2024 - August 2024 · 4 mos
Fisher Investments
March 2022 - April 2024 · 2 yrs 1 mo
Raymond James & Associates, INC.
January 2019 - July 2020 · 1 yr 6 mos
Raymond James & Associates, INC. Broker
November 2018 - July 2020 · 1 yr 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.