Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary depending on the service. UMA and asset management fees range from 0.50% to 2.00% annually, depending on account size and complexity. Financial planning fees are hourly ($125-$500) or fixed (typically $0-$15,000, but can exceed $100,000). Financial consulting fees range from $500 to $4,000 per year. Tax preparation fees are determined on a case-by-case basis. Back-office services are negotiable. Trading costs range from 0.02% to 0.15%. Flourish Cash has a 0.25% service fee. Fees are negotiable and can be higher or lower than the stated ranges.
Areas of Practice
Advisor Information
Office location
Virginia Beach, VA
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
Carl is involved in insurance sales, which are not investment-related, and occur at the same address as his listed business. This activity requires a few hours per week.