Ocean Breeze Wealth LLC
Assets Under Management
$29.6M
Number of Clients
21
Number of Advisors
1
Average Client AUM
$1.4M
AUM per Advisor
$29.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ocean Breeze Wealth LLC manages individually tailored investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer comprehensive financial planning with ongoing monitoring and one-time financial planning services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Annual fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets managed, as detailed in the fee table. For financial planning, they offer comprehensive planning for an upfront fee of $1,500 plus $250/month, one-time financial planning for $1,500, and hourly financial planning at $250-$500 per hour, depending on the complexity. Fees are negotiable in certain cases. There is no minimum account size requirement.
Areas of Practice
Location
FL, United States
