Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are asset-based and vary by program, typically around 2% annually for GPS programs, but this can vary. There's usually a minimum quarterly fee of $62.50. Some clients pay a one-time 2.5% financial planning fee, which may be reduced or waived. Financial planning fees are negotiated, with a minimum quarterly fee of $250-$1,000. Consulting fees are hourly, not exceeding $450/hour. Clients also pay brokerage, custodial, and fund expenses.
Areas of Practice
Advisor Information
Office location
11440 Jog Road, Palm Beach Gardens, FL, 33418
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.
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Adam works as a CPA and tax accountant at AccountMaster, Inc., dedicating about half his time to this role. He also serves as board chairperson and treasurer for Washington County Gay Straight Alliance, Inc., spending a few hours per week on this activity.