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 | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10M. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Fee Estimator
The firm charges an annual advisory fee for asset management, up to a maximum of 2% of assets under management. This fee includes payments to sub-advisers or third-party investment advisers. Fees are typically billed monthly in arrears based on the account's average daily balance. Financial planning and estate design services are typically charged a flat fee. Estate design fees range from $2,500 to $7,500 based on estate value. Hourly consulting is available at $350/hour. Previous advisory relationships are subject to different fee schedules and negotiated fee arrangements.
Areas of Practice
Advisor Information
Office location
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
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
Josiah is a minority owner of a commercial real estate company with no management role, and an APAR consultant assisting with accounting functions. He also works as an insurance agent selling annuities, insurance, and other products, and as a registered representative, each taking about a quarter of his time. Finally, Josiah is a registered investment advisor and provides wealth management services, dedicating nearly full-time hours to this.