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 | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Investment advisory fees are based on assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are also negotiable and are paid in advance, but never more than six months in advance. There is a minimum account size of $25,000, which may be waived.
Areas of Practice
Advisor Information
Office location
6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634
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
John is a financial consultant at Florida Financial Advisors, an RIA, dedicating full-time hours to this role. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this non-investment related activity.