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 $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable under certain conditions.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, ranging from 0.90% to 1.10% annually. Financial planning fees are fixed and negotiated, ranging from $1,200 to $5,000, paid monthly in arrears. Estate planning fees are separate and vary based on requested services. Clients are responsible for third-party fees such as custodian and brokerage fees. Fees are collected in advance and refunds are prorated upon termination.
Areas of Practice
Advisor Information
Office location
4635 Van Dyke Road, Lutz, FL, 33558
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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