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 | 1.25% |
| $1.0M - $5.0M | 1.13% |
| $5M+ | 1.00% |
Clients with managed assets that fall below $900,000 due to withdrawal will be billed at the annual rate of 1.50%. Clients with at least $1,000,000 in investable assets, but may accept smaller values at FI’s discretion which will be billed at an annual rate of 1.50%.
Fee Estimator
The annual management fee for equity and blended accounts is 1.25% on the first $1 million, 1.125% on the next $4 million, and 1.000% on additional amounts over $5 million. For income-only accounts exceeding $5 million, fees range from 0.75% on the first $5 million to 0.28% on the next $45 million. Clients with less than $900,000 due to withdrawals are billed at 1.50%. FI typically targets clients with at least $1,000,000 in investable assets, but will accept smaller client relationships at FI’s discretion which will be billed at an annual rate of 1.50%.
Areas of Practice
Advisor Information
Office location
3030 W Kennedy Blvd, Tampa, FL, 33609
Get directionsRegulatory History
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