Overview

Headquarters
Sarasota, FL
Total Firm Assets
$111 million
Average High-Net-Worth Client Portfolio Size
$1.7 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: FORM ADV PART 2A/2B BROCHURE & BROCHURE SUPPLEMENT (2026-08-17) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 2.00%
$250,001 $500,000 1.50%
$500,001 $1,000,000 1.25%
$1,000,001 $4,000,000 1.00%
$4,000,001 $7,000,000 0.75%
$7,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $52,500 1.05%
$10 million $82,500 0.82%
$50 million $282,500 0.56%
$100 million $532,500 0.53%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
47.59%
Number of High-Net-Worth Clients
31
Total Client Accounts
520
Discretionary Accounts
520

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number
284438
  • FORM ADV PART 2A/2B BROCHURE & BROCHURE SUPPLEMENT (2026-08-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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