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 | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
We have a $1,500 minimum quarterly fee requirement, which may be waived or reduced if we feel circumstances are warranted.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management. For example, a $2,600,000 account would have a blended annual fee of 1.039%. There is a $1,500 minimum quarterly fee, which may be waived. Comprehensive financial planning is offered at an hourly rate not to exceed $350, with a maximum fixed fee not to exceed $10,000 for the initial engagement. Targeted planning is billed at an hourly rate not to exceed $350, with a minimum of two hours. Sub-advisory fees are charged in addition to the firm's advisory fee.
Areas of Practice
Advisor Information
Office location
4600 Military Trail, Suite 215, Jupiter, FL, 33458
Get directionsRegulatory History
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