Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The annual fee for investment advisory and management services is based on a percentage of investable assets and the complexity of the work required. The brochure lists fee ranges: between 0.5% and 0.8% per year up to $1,000,000, between 0.4% and 0.5% per year for $1,000,000 to $3,000,000, and 0.4% per year for $3,000,000 and up. The minimum annual fee is $500. Hourly planning services are available, not to exceed $200 per hour. Courtesy discounts may be granted.
Areas of Practice
Advisor Information
Office location
Miami Beach, FL
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
Gary is involved in various real estate management and storage companies, including Aventura, Brickell, and Kendall Xtra Storage Companies. He is also a licensed real estate and insurance agent, though he has not been recently active in either field, and serves as an outside independent board member for Regency Multi Family.