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 $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable based on total managed assets and complexity of services.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are calculated quarterly and can be withdrawn directly from your account. Financial planning fees range from $1,000 to $100,000 and are negotiable. Cash Management Accounts have fees up to 0.50%. Tactical Management Accounts and PPLI & PPVA accounts have fees up to 2.00%.
Areas of Practice
Advisor Information
Office location
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
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
Nathaniel is an insurance agent selling insurance products and services since July 2024. This takes about half of his time, with approximately 20 hours spent during trading hours.