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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Referrals of new clients from existing clients receive flat 0.90% on the new account and the person who referred the new account also gets that rate.
Fee Estimator
The annual fee for investment management is 1.00% of assets under management. Clients referred by existing clients receive a flat 0.90% rate. For clients prior to 2016, the fee is 1.00% on the first $500,000, 0.80% on the next $500,000, and 0.60% on the remainder. Fees are billed quarterly in arrears. There is a preference for a $100,000 minimum account size.
Areas of Practice
Advisor Information
Office location
220 Quadrille Blvd., Ste. 220, West Palm Beach, FL, 33401
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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